Let Us Draft Your Retirement Roadmap at
NO COST or COMMITMENT
We calculate your annual... :
We calculate your annual...
Retirement income
“Risk vs Safe” profile
Long Term Care affordability
Unused portion of saving for legacy planning
Retirement income
Long term care affordability
“Risk vs safe” profile
Unused portion of saving for legacy planning
How We Work
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.
Non-captive
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.......
Frequently Asked Questions
What exactly is a ‘Retirement Roadmap,’ and why do I need one?
Think of it like GPS for your financial future—except we won’t ask you to make an unexpected U-turn. This roadmap lays out your retirement income, risk exposure, long-term care affordability, and legacy planning year by year, so you can see exactly where you're headed. No guesswork, no hoping for the best—just a clear plan.
How do you build my roadmap?
First, we get to know you—not just your money. We look at what you’ve saved, what you’ll need, and what could trip you up along the way (like market drops or surprise medical bills). Then, we map out a plan that keeps your retirement income flowing, minimizes risks, and ensures you don’t outlive your money.
Is this really complimentary, or is there a catch?
No catch. No hidden fees. We believe you should see the plan before making any big decisions.
How long does this process take?
If you’re picturing a months-long process with endless meetings and paperwork… nope! We’ve got a nationwide team that does the heavy lifting behind the scenes, so you don’t have to drown in spreadsheets. Within 48 hours, we’ll have a preliminary roadmap ready—clear, simple, and actually useful. No financial jargon, no waiting forever—just a fast-track to peace of mind.
What do I need to bring to my first meeting?
Not a suitcase full of paperwork, that’s for sure. All we need is a general idea of your savings and retirement goals—no need to dig through every financial statement from the past 20 years. Just bring yourself, an open mind, and maybe a coffee (because talking about retirement should be enjoyable, not exhausting). We’ll handle the rest!
How do you show me what’s left for my legacy?
After covering income and healthcare, we show you what’s left—so you can decide how to use it. Want to leave a legacy? Great. Want to spend it guilt-free? Also great. Your money, your rules—we just help you see the full picture.
