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Are You Ready for Your Journey Through Retirement? 

Wouldn’t it be Nice to Have Your Own Sherpa?

Retirement is dynamic and ever changing. It should be full of years of comfort and enjoyment.
But it can be complex, and you may be faced with an array of complicated decisions.
Financial decisions need to be made about taxes, health care, investments, income, children, and even parents;
all of which can be time consuming and overwhelming.
That’s where we come in. We work with you throughout your retirement.

Our Mission is to Make Your Retirement Years Comfortable and Enjoyable.

We Focus on You

We are an independent Retirement Wealth Management firm.

Since 1983, we have specialized in managing all aspects of the retirement years and wealth transfer.
Our goal is to help preserve your retirement through a disciplined approach to managing risk, income, assets, and estate transfer in a tax-efficient way.

We enjoy having a close and ongoing relationship with our clients.

Our clients always come first.

Our Services

Retirement Income Planning

Retirement Income Planning

Optimizing Social Security and converting your retirement assets into a regular paycheck that you can count on to fund your retirement lifestyle

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Asset Management

Asset Management

Managing your investable assets to cover your income and growth needs, while maintaining an investment risk level that is within your comfort zone

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Healthcare Planning

Healthcare Planning

Covering your healthcare needs cost efficiently while protecting your assets and lifestyle

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Legacy <br data-mce-bogus="1">Planning


Leaving your hard earned wealth to the people and causes that are important to you in a tax efficient and legally appropriate manner

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Your Life Will Change, Your Retirement Plan Should Too

Throughout the decades of your retirement, the financial world will change. As your advisory team, we are committed to staying ahead of the curve with ongoing research. This has made us a recognized resource in many financial publications.

Your team will include a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Income Specialist (CIS™), a Certified Retirement Counselor (CRC®), a Registered Social Security Analyst (RSSA®), a Medicare and healthcare consultant, and the ability to coordinate your program with attorneys and accountants.

With this team working for you, you will always be prepared should the economic environment or your personal circumstances change.

Life changes, shouldn’t your retirement wealth management plan reflect that?

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