You’re unique.  Your retirement planning should be too.  We help people like you who want to live their best life in retirement to be able to live their dream life.  Many of the people we talk to think they have to either continue to work during retirement in order to make ends meet, or live on “franks and beans” when they could be living on steak and champagne.  It’s only a matter of being in the right investment.  People are unique and many financial advisors take a cookie-cutter approach, using the same products and portfolios for all of their clients.  We sit down with you and do a deep dive into your dreams, goals, needs, and desires in regards to how you really want to be living your dream life.  We take a holistic approach to every aspect of retirement: income, emergency funds, growth – portfolio planning/managed funds as well as safe and fixed investments, health insurance/Medicare needs/costs, tax planning, legacy building and protecting, and life insurance needs.  Our goal is to help you to create a plan that you didn’t think could be possible: to live your dream life in retirement.  Please click the link below to schedule your consultation.