Helping individuals 50 and older become the CEOs of their retirement
Our passion is preparing and assisting our clients for their much deserved “permanent vacation”.
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Our process
We are focused on serving you as a long-term partner aiding you on your retirement journey. It starts with you…we want to know your goals, wishes and dreams. Your concerns and fears. Your spousal and family dynamics. Knowing you allows us to implement advice and strategies tailored for you and in your best interest.
For over 35 years we’ve helped people just like you become the CEOs of their retirement
Leaving the workforce can be invigorating and intimidating. A financial advocate who can help navigate the waters of retirement with you makes your new voyage a confident one.
In-person and online appointments
Our office is conveniently located off Hurstbourne Parkway, less than 2 miles from the Shelbyville Rd/Hurstbourne Pkwy intersection. Can’t make it to the office? No worries - we’ve got you covered with online appointments.
Start preparing for your retirement today.
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