Retirement Planning and Investing. Simple and Worry-Free.

You Can Retire With Confidence. Less Stress. More Joy. 

Asset Management 

We can help grow your assets with minimal risk and the added protection of WealthGuard.

Safety and Income 

We can help protect your assets and create guaranteed income.

Fiduciary Duty 

A legal duty to put your interests first. Always. We always have, it's the right thing to do.

What is your retirement plan (or lack of one) costing you?  

How many nights have you spent worrying about your portfolio? Do you worry about your ability to maintain your lifestyle? Do you know where every dollar will come from and exactly how much you can spend today as well as in the future? What experiences have you missed because you weren't certain you could afford them? A lack of clarity may already be costing you a great deal.

Our Focus is Retirement Planning. 

Our comprehensive retirement planning services help you achieve the retirement you deserve.

Who we've helped.

Our clients likely look a lot like you. These are some scenarios that demonstrate how we've helped.

A widow in her early 70's

Our client was extremely concerned about the assets that remained after the passing of her husband. Additionally, she had concerns about her income given the reduction of Social Security benefits. We created a plan that kept the assets out of the "market" to avoid risk, with the goal of providing income she will not outlive. Our plan also established income streams that will begin at various intervals in the future, providing a rising income stream to help keep up with inflation.  

A couple in their mid 70's with a mutual fund portfolio

Portfolio performance can be difficult to judge. Strong performance in a good market can mask many issues that are only exposed in bad times, often when it's too late. We analyzed the existing portfolio for this couple and identified a number of hidden expenses and hidden risks. By changing from a "buy and hold" or passive investing style, to a more tactical management style, we were able to greatly reduce the expenses, volatility, and overall risk level. 

Have questions? Call us. 928-237-3411

A couple in their mid 60's new to the area

Many of our clients are new to the area. This couple was looking for someone local they could trust and "look right in the eye" to manage their assets. They enjoy doing business "face to face" across the desk at our local office, and the personal service we provide. We were able to create a solution to their asset management and income needs, with lower fees, and more transparency.

A couple in their late 50's anxious to retire

This couple wanted to be proactive and secure their retirement. We established a plan that would reduce market risk, as well as set up income streams that will conicide with retirement. They know their retirement lifestyle is not dependent on market performance and that their income needs throughout retirement can be met with guaranteed sources. 


Get started today. Schedule your no-cost, no-obligation consultation.

Have questions? Call us! 928-237-3411


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Get started today. Schedule your no-cost, no-obligation consultation.

Have questions? Call us! 928-237-3411