Left Tackle Advisors is an independent financial services firm focused on helping individuals and families prepare for and navigate retirement. Its guidance is designed for people aged 50 and older, including seasoned professionals nearing retirement, as well as committed savers with at least $500,000 in investment assets, excluding real estate. The firm’s TotalRetirement Gameplan™ uses a three-step process—Live, Plan, and Impact—to help prospective clients evaluate its services and make informed decisions about working together.

Retirement planning is organized around five “playbooks”: investment strategies addressing risk tolerance, fees, and volatility; income planning to support clients’ goals; tax strategies; health care planning; and legacy planning. Left Tackle Advisors aims to help clients protect their assets, plan for future needs, and pursue a lasting legacy. The firm offers meetings and educational resources, including articles, videos, events, and client stories. Insurance services are provided by Left Tackle Advisors, while investment advisory services are offered through Triad Wealth Partners, an SEC-registered investment adviser. The firms do not provide tax or legal advice.