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We Help You Visualize Your Retirement Possibilities

We Help You Visualize Your Retirement Possibilities

Whether you’re already in retirement  looking for optimum distribution strategies  or planning to retire soon and imagining your various retirement scenarios, you may benefit from like-minded professionals to be your "Guide" and help you develop a PLAN.  

We can help you look at reasonable goal setting to help you achieve a purposeful retirement.

Who We Serve

Serving as a Guide for those near or in retirement.  You may have questions such as:

  • What sustainable monthly spending can I incur so that I don't run out of money later in retirement?
  • What adjustments do I need to make to my investment portfolio?
  • Which Medicare plan is right for me?
  • I don't have Long-Term Care insurance, how do I fund these potential expenses?
  • What will my tax liabilities look like?  Are Roth Conversions right for me?
  • Do I need Estate Planning strategies to transfer any remaining wealth?  
  • What other risks do I have and how can I minimize those? 
Pre-Retirees and Retirees

Pre-Retirees and Retirees

Those near or in retirement that want or need a "guide" and a PLAN

Business Owners 

Business Owners 

Providing exemplary Planning solutions for business owners and high net worth individuals  

Engineers / Medical / Tech Professionals

Engineers / Medical / Tech Professionals

You'll appreciate our depth of technical analysis



Empowering women with greater financial wisdom and confidence

How We Work

We are an Advice-Only financial planning firm.  We do not sell products, take commissions, nor referral fees.  As a true fiduciary, we will meet with you to determine your personal situation and needs.  With mutual understanding, we will send you a services contract for your review.  You will know what services you are getting and the service fee!

You will not be pressured to "move your money" as we do not perform assets under management services.  We are truly a service-for-a-fee Advisory firm.

... no copy here ...

... no copy here ...

... no copy here ...

Personalized Solutions.

Personalized Solutions.

We work closely with you to match a personalized strategy and product solution to your needs and goals.  

Planning First.

Planning First.

Your goals are our goals. Regardless of your age or background, we believe people can live better lives with smart financial education and knowledge and a deeper understanding of their financial options. 

Personalized Solutions.

We work closely with you to develop a personalized strategy and product solution to meet your needs and goals.  

Purposeful Retirement.

On-Going support is available to help you as little or as much as you need to meet your retirement goals.  

Our Mission and Approach

We are on a mission to help ease your anxieties about retirement by being your Guide, helping you visualize your retirement possibilities, and creating a personalized Retirement Plan. 

Learn more

Our Credentials

Retirement Income Certified Professional(R)

Master of Science in Finance

Plus extended professional resources in Tax, Estate, and Insurance/Annuities

Meet Mike

7 Pillars Retirement Planning®

Our first priority is to make sure you have a well-rounded retirement plan.  That may look different from individual to individual.  So we constructed the 7 Pillar planning approach to be completely flexible to what is important for your financial situation and your retirement goals.  

Learn the 7 Pillars

Already Have an Advisor?  Perfect...

When was the last time you sat down with your Advisor and had an eye-opening conversation about your money, life, and goals?  If it’s been a while, it may be time for some great advice from a trusted fiduciary source that is not selling product.  As a fiduciary not selling products, we can give you an objective view of your financial situation.

We are a great 2nd opinion.  We do not perform Assets Under Management (AUM) services nor hold custody of your money, so your money can stay right where it's at!

Schedule an Appointment

We understand that not everyone’s financial situation looks the same. That’s why we offer a complimentary introductory call to see how we can help you meet your goals. A short call is all you need to get started.

Schedule a No-obligation Appointment

Our 6-Step Client Experience



We Get to Know You

The more we know about you, your finances, and your goals, the better we can help.

(30-min no-charge consultation)



You Get to Know Us

From our get-to-know-you conversation, we will put together a planning roadmap and contract for your review.



Collaborative Planning

Either in-person, over the phone, or over the web, we will work with your throughout the planning process.



Retirement Possibilities

We'll help you visualize your retirement possibilities!



Personalized Solution

We’ll provide a recommended financial strategy that works for your lifestyle.



Your Retirement 

Life is always changing, and so are you.  We are here for you with on-going support of your Plan.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule a Consultation

Contact Us Today

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.