Design a legacy you’re proud of with our Retirement Roadmap

Never run out of money with our Retirement Playbook

Endless income

Income Planning - Don’t Outlive Your Savings

Keep your money safe

Mitigating Downside Risk - Protecting Your Savings

Long Term Care independence

Medical Costs - A Looming Expense

Leaving money to loved ones

Legacy- Taking Care of Loved Ones

Our team will help you craft a legacy that supports the people and causes that matter most...at NO COST to you.

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How We Work

What makes us different?

Simplicity

Concerned about protecting the legacy you've worked hard to build? We specialize in safeguarding your wealth, providing a clear, straightforward strategy that ensures your legacy endures, no matter what challenges the future may bring.

Tenure

Since 1950, we've helped retirees across the country navigate their financial futures. With decades of experience and thousands of stories, we've seen what works—and what doesn’t—so you don’t have to learn the hard way.

Noncaptive

As a non-captive firm, we are free to work with multiple financial institutions, giving clients more choices and better coverage options. We can provide unbiased recommendations and flexible solutions, allowing us to tailor plans to each client’s needs while maximizing their earning potential.

TESTIMONIALS

What others are saying

Ken

Bastrop, TX

Hi, my name is Ken McHenry. I live in Bastrop, Texas. I just turned 60 and as I approach retirement age I find myself checking the markets and looking at taxes and all those other impacts that can affect your retirement income...........

Derrick

Philadelphia, PA

I was thrown into an unexpected and uncomfortable position last fall when I was laid off from my decades-long job in banking. I hadn't planned to take an early

retirement and had to pivot quickly regarding next steps. A few years ago, Gina......

Joanne

San Diego, CA

Hi, my name is Joanne. I'm 58 years old and I currently reside in sunny San Diego for the past 30 years. I love it here just like I love knowing that my money in my retirement is secured and preserved. It's not in a money market.......

What We Will Cover:

Your future income needs

Your vision for the legacy you want to leave, while taking care of you first

Your approach to minimizing taxes and protecting assets, making sure your legacy is passed efficiently without unnecessary losses

Your legacy transfer strategy to ensure our recommendations not only outperform but also outlast your current plan

Let Us Build A Custom Legacy Strategy For You

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STILL NOT SURE?

Frequently Asked Questions

We understand here are a few FAQ's to bring you clarity and confidence

What types of investment services do you offer?

We offer a range of investment services, including portfolio management, retirement planning, wealth preservation, and personalized financial strategies tailored to your unique goals.

How do you determine the best investment strategy for me?

We begin by assessing your financial goals, risk tolerance, and time horizon. Based on this, we create a customized investment plan designed to maximize returns while minimizing risk.

What is the minimum amount required to start investing with your firm?

Our minimum investment requirements vary depending on the services you choose. We offer flexible options to accommodate different levels of investment, from individuals to high-net-worth clients.

How often will I receive updates on my investment performance?

We provide regular reports on your portfolio’s performance, and our advisors are always available to discuss your investments. You can also access real-time updates through our online platform.