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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Budget & Save:

Control your money or it will control you. Every dollar has a purpose.

Building a future with money is a lot like building a home. You can't add a roof until you've finished framing, and you can't frame until the foundation is secure. We're all in different places with money. Start right where you are and get where you want to be. Know-how is 20% of the equation. Behavior change and discipline make up the other 80%.

    Invest & Retire:

    Not an age or years worked but an amount. Will you have enough?

    Whether you're fresh out of college or you've been working for 30 years, you have to be focused on retirement. It's never too early. It's never too late. Learn how and get started today!

    Plan & Give:

    A plan. A purpose. A path.

    It's time to live and give like no one else! Build wealth, become insanely generous, and leave an inheritance for future generations. It takes perseverance and good habits to get you there. We'll keep setting goals and budgeting every month to stay intense and have fun along the way!

    Protect & Live:

    It's not just about you. Take care of your loved ones.

    Not all insurance options are a good idea. We'll stick with the basics of what you need so you'll be covered for most of life's major accidents.

    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

    [email protected]   |  785-840-4423