Our Services

Creating a Plan to Meet Your Financial Needs


We take a deeply personal view of your employer pension and Social Security benefits that may be available. We focus on pension maximization and how to coordinate with one’s 401(k), 403(b), 457(b) Deferred Comp, IRA, and Thrift Savings Plan (TSP). We will provide you with one-on-one guidance, including survival benefit strategies.

Social Security

The program operating manual (POM) for Social Security is 20,000 pages thick with over 700 filing strategies available. Also, several little-known Social Security strategies could potentially add to your benefits throughout your lifetime. Timing is everything. If you don’t know how much money is available to you and when it’s available, let us help. We’ll run your complimentary strategy report and walk you through all your options.

Income Planning

You’ve worked hard your entire life, you’re ready to retire, and now the burden shifts. You go from collecting a consistent paycheck to having to create your own paycheck, or multiple paychecks, to last the rest of your life. In a sense, you are now becoming your own paycheck provider. We’ll help you create a financial strategy for your retirement that addresses the need for a monthly paycheck and how to make it last for life.

We’re here to answer your financial questions, including the amount of income you will receive each month, how long your money will last, and the status of your retirement plan.

Retirement Education

Financial education helps people understand what we do and whether they want to come in and see us. We’re really in the business to serve others and not to be served. We run educational retirement workshops at community colleges so attendees can relax and learn without feeling as though someone’s pressuring them to do business. We feel it’s critically important people be educated about all the options available to them.

At the conclusion of our workshops, a lot of people choose to meet with us. We then look “under the hood” and run a diagnostic “X-Ray” of their retirement portfolio. Many times, people discover by making just a few small tweaks or changes, their results can be dramatically improved and their probability of retirement success increases.

We find our process of teaching first is recognized as a valuable service, regardless of whether folks choose to become clients or not. When people first come into our office, we hope they sense an atmosphere of peace and relaxation without any pressure. We want clients to see us as being more than just some technical guys and gals crunching numbers.

Retirement Discovery Meeting

To set up your complimentary Retirement Discovery meeting, please provide your information below.