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Watch the video below
What You Walk Away With
Get a custom roadmap for your income, taxes, and investments—built specifically for pre-retirees who want clarity, not more confusion.
A High-Level Retirement Snapshot
See exactly what your current accounts can support, what your timeline looks like, and when you can confidently retire.
A "Red Flag" Assessment
We will review your current trajectory and highlight any hidden risks or costly mistakes you might be making.
A Clear Path Forward
Learn how personalized tax planning and coordinated investment management can keep more money in your pocket and out of the IRS's hands.
Meet Nate Willardson, CFP®
Founder of CURRENTS Wealth Strategies
After a decade at a global private bank, I founded CURRENTS to provide the highly personalized, tax-efficient planning and investments to pre-retirees that large firms often miss.
We build coordinated strategies for your income, investments, and taxes so you can step into retirement with total confidence.
Fee-only fiduciary • CFP®
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