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 actually support their lives.

After years in financial services, I saw a consistent pattern: most 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.

At Longleaf Retirement Advisors, we help people prepare for and navigate one of the most pivotal shifts in their financial lives: the transition from saving to living off their money.  Most advisors are excellent at accumulation — growing portfolios and managing investments during your working years. But turning those savings into a dependable income stream that supports your lifestyle, manages taxes, and aligns with your retirement goals is a different discipline.  

We specialize in thinking through that transition — before and after it happens — with thoughtful strategies that consider timing, risk management, tax outcomes, and income sequencing. Our role is not to criticize your current advisor, but to offer the expertise and focus needed for this distinct phase of the financial journey.  Whether you’re nearing retirement or recently retired, our work is designed to help you make decisions with confidence, not hope.