Retiring soon?

What’s your plan?

Where will your paychecks come from after you retire?

Don’t retire without a plan you fully understand.

Knowing how much income in retirement is realistic and how long it could last is the first step in planning a secure retirement. Knowing how to protect and grow your hard earned retirement savings with a sensible strategy that is tuned perfectly to your retirement income plan can give you the confidence you deserve … so you can focus on the people and causes around you that matter most.

ProActive Portfolio Strategy

Navigate your retirement dreams with a ProActive Portfolio Strategy, a customized road map to a more financially secure retirement.

We can help you manage your investment potential and risk by creating a balanced portfolio with conservative, moderate and longer-term investment strategies.




We offer services in these three areas:


Prepare for retirement by putting your hard-earned assets to work. 


  • Retirement Income Strategies
  • Wealth Management
  • Annuities
  • Investments
  • IRA/401(k) Rollovers


Protect the assets that can help you live the retirement you’ve always imagined. 


  • Asset Protection Strategies
  • Life Insurance
  • Tax-Efficient Strategies
  • Long-Term Care Strategies


Provide for the people and causes you care about the most. 


  • IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts      Probate      Charitable Giving      Estate Planning      Tax Planning

Ready to take the next step?

For more information about our services, schedule a meeting, attend a webinar or order a book. Or give us a call at 253.927.9554.