Real Retirement Strategies
for Real People.

Deciding when and how to retire is the most important financial decision you will ever make. Understanding all your options in the decision-making process can be a daunting task to navigate alone. Especially if you have worked many years for a company and want to make the most of what you have coming to you.

We specialize in helping employees make informed decisions reguarding their retirement plan options and benefits. When it’s right for you, we can also help you leverage outside investment vehicles to keep your money working for you, even when you’re not.

If you are considering retirement, but have not developed a comprehensive strategy, we can help.

Planning to retire without a plan?

JASON

As a homeowner and single man, Jason wanted to balance his expenses against his savings priorities, like retiring by 62 and pursuing his hobby of restoring muscle cars. By setting up automated, but affordable contributions to an IRA, along with his regular 401(k) investment options, Jason is now confidently on track to meet his goals.
SARA

After getting a divorce and taking on much of the household financial responsibilities alone, Sara wasn’t sure how to best save for retirement. After discussing her options, we set up investment vehicles to help her save, while still affording a comfortable, independent lifestyle.
DAVID & CAROL

David had a long and successful career with AT&T and he was ready to retire. His wife, Carol, wanted to make sure they were doing everything they could to maximize their company retirement assets with personal savings and social security benefits. We were able to help them with all three so David and Carol could kick back and enjoy the fruits of all their hard work.