Your retirement could last for 20, 30 or even 40 years. Sadly, most American’s spend more time planning for a two-week vacation than they do for their retirement. If you want to make the most out of the best years ahead of you, we think the best place to start is with the end in mind.


When it comes to having an optimized retirement game plan, you need to know the answer to two critical questions:

  1. Will I have enough assets to retire?
  2. Will the income my assets provide last for the duration of my retirement?

Our advisers guide you through a thorough retirement planning process that will help you know the answer to these two questions and make any necessary adjustments so you’ll have the rewarding retirement you’re expecting.


Most people don’t have the financial expertise and experience of a CFO. Yet,  to successfully orchestrate the complexities of a winning retirement game plan in today’s dynamic environment that’s what’s required.

Any successful retirement strategy must address each of five critical areas:

  1. Income planning
  2. Tax planning
  3. Medical/health insurance planning
  4. Investment planning
  5. Estate planning

Our three-step process coaches and guides you to developing an optimized retirement game plan unique to your situation and goals.

Three Steps to a Winning Game Plan

Discovery Session

In this introductory meeting, we’ll get acquainted with your goals, priorities and concerns while conveying our core competencies and the scope of services we provide. This is a fact-finding meeting to become intimately familiar with your current financial situation and help you build the framework for your financial game plan.

Diagnosis and Strategy Recommendations

In this planning session, we present our findings regarding the analysis of your current retirement plan; explore “what-if” simulations to help you understand how alternative income, expense, tax, and investment-return scenarios impact your retirement goals; and, provide our recommendations to solve any potential problems we’ve uncovered.

Running Your Game Plan

Based on the recommendations we’ve made, we’ll schedule additional meetings as needed to address each of the five puzzle piece solutions. Working with you is not a one-time “set it and forget it” process. We’ll keep you apprised on how your plan is performing under our dynamic management approach. You can expect ongoing communication from us including, regular account reviews, email communication and announcements about educational and other events.


The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 866-416-1703 OR 936-449-5952