I’m Jon Brinson, founder of Longleaf Retirement Advisors. I work with individuals and couples who are approaching — or have recently entered — retirement and want clarity around how their savings will support the life they've worked so hard to build.
After years in financial services, I saw a consistent pattern: many advisors are very good at helping people accumulate assets, but far fewer spend the time necessary to plan the transition from saving to income. That transition is where many of the most consequential retirement decisions are made — often with long-term tax, income, and lifestyle implications.
Longleaf was built to focus on that moment.
Many financial advisors do an excellent job helping clients accumulate wealth during their working years. But transitioning from building wealth to using it wisely in retirement requires a different set of decisions—ones that can have lasting implications for your retirement income, taxes, Social Security, Medicare, investments, risk management, and legacy. At Longleaf Retirement Advisors, we focus on helping clients successfully navigate this transition by bringing these important decisions together into one coordinated retirement strategy.
Our role is not to criticize your current advisor, but to provide the perspective and planning needed for this distinct phase of life. Many of our clients choose to implement their retirement strategy with Longleaf Retirement Advisors, while others continue working with professionals they already know and trust. Whatever path they choose, everything we do is designed to help people make retirement decisions with clarity and confidence—not assumptions or hope.