Who Do We Serve?
Coming in for a Landing
Usually in their 50s and early 60s, people who are “Coming in for a Landing” have their sights set on retirement at some point.
They want to know if they will even be able to retire, and, if so, when can they do it and will they be comfortably?
They usually have a retirement nest egg of $250,000 or more, which may come from a retirement plan rollover, a large IRA or other assets they have accumulated over the years. They seek a lifetime income that is secure and growing.
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The 3 Financial Questions You Should Be Asking for 2021
There are countless financial questions you need to wrestle with. None, however, are more important than the three contained in this guide.
The Key to Discovering, Designing, and Deploying Your Real Life Financial Plan
This free 18-page digital guide will give you step-by-step instructions on how to develop a life-long personal financial plan to give you the freedom to achieve your goals.
You Can Be Debt Free!
What if we could show you how to get out of debt in nine years or less, including your mortgage?
How to Build an Investment Strategy
Like every good plan, there is a process involved in developing your investment strategy.
Who Do We Serve?
Are Our Services Right for You?
No one financial planner is right for everyone. Therefore, we have designed our services to be of most benefit to the client profiles listed below. If you do not fit into one of the categories below, we will be happy to refer you to a firm more appropriate for your particular needs.
Are You Ready to Get Started?
Schedule a complimentary “Goals and Needs” session with us to learn how financial planning can change your life for the better.