Find Out How
We help good people become great retirees, by empowering you with the freedom to deploy your time and financial resources to enjoy your future.
We work with individuals and families who seek to minimize tax liabilities, are concerned they may not be fully prepared in all key areas of retirement, and want to optimize their hard-earned financial resources.
Strive for the top.
A proprietary retirement planning system comprised of proactive tax management, portfolio optimization, and wealth preservation.
T
Taxation
Mitigate current, future, and legacy taxes via proactive tax management, multi-year planning, and advanced strategies.
O
Optimization
Access sophisticated and bespoke solutions to enhance portfolio efficiency and performance.
P
Preservation
Protect wealth against medical, longevity, and legal risks with an integrated methodology.
Get Your TOP® Retirement Plan
One You
One MISSION
One TEAM
Gaby Cheng Mechem
President
Author, Speaker, Educator
CFED® CFF® CRPC® NSSA®
Dan Rhyasen
Investment Advisor & Planning Specialist
Garrison Hunter
CPA and Tax Strategist
Steve Hamje
Client Communication Specialist
Yen Zhang
Operations Specialist
View Full Team Info
GIVING BACK
We strongly support children, both in need and with exceptional talent. Our children are our future. Our children's health, strength, and education will determine how strong and prosperous our society will be. By supporting our children and those approaching and in retirement, we complete and honor the circle of life.
