About Our Service

We value our relationships above all else.  We work hard to accomplish your goals.  We communicate with you the way you feel most comfortable and with the frequency you deem necessary.  We pride ourselves on our ability to communicate effectively with our clients.

Personal, Practical, and Proactive

Meeting you where you are!

We provide practical, personal and no-nonsense retirement planning and investment management support to clients approaching or preparing for retirement, informed by nearly four decades of dedicated retirement solutions and support.

How We Add Value With Our 5 Key Services

Investment Management

We help people invest money to help meet their goals and dreams.

Risk Management

We provide solutions with Long Term Care Insurance, Disability Insurance, and Life Insurance.

Gerontological Consulting

We empower older adults to make the most of their later life years. We help you maximize your longevity bonus by providing life coaching and personalized education to live a vital, meaningful life.

Estate and Financial Planning

We provide written plans that are timely and specific.

Estate Settlement

When someone dies, we assist with settlement of the estate.

Your Retirement Assessment Will Include

Social Security Analysis – We help you determine the most appropriate social security claiming strategy for yourself

Investment Analysis – We analyze your portfolio and share our investment philosophy

Tax Analysis – We look for strategies tailored to improve your tax situation

Estate Plan Analysis – We will review your plan to see if there are any gaps or updates needed