Why We’re Different

Throughout your working career, your emphasis has been on accumulating money—gathering and growing assets in preparation for the golden years of retirement. This first phase of your financial life is where most financial planners concentrate their efforts.

We take a different approach. We focus on the second and third phases of your financial life—retirement and the process of transferring assets to others at the end of your life. As you enter these phases you find that everything you thought you knew about handling your financial life has been changed; you enter a world filled with different goals and different rules that call for different strategies.  

When you retire, not only do your daily activities change, but your financial life changes. Where do you turn for answers? You need a “guy” to turn to for retirement planning, someone with the specialized skills to position you for a successful retirement. Someone who can offer a personalized approach and provide confidence for your financial future.

That’s where we come in. With leadership, education, and clear guidance, we have the answers you need for your retirement questions.