CONSERVATIVE RETIREMENT STRATEGIES
SOCIAL SECURITY PLANNING STRATEGIES
We take an educational approach to help you understand insurance and financial planning, and believe that professional analysis of your personal goals is important in developing a plan.
We also believe that the use of other specialized professionals such as certified public accountants (CPA) and Estate Planning Attorneys is important in developing a plan.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same thing as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."
Learn about what makes us different!
We also spend some of our time as community educators with the Society for Financial Awareness (SOFA). Through education our goal is to share practical solutions with you on how you may be able to improve your financial future.