Retirement Planning 
Complete Retirement Planning:  In a 2009 National Survey taken by individuals that were approaching retirement within the next five years, had recently retired, or had been retired for a while, these were the top issues/concerns when it came to working with a professional retirement planner:

Top Issues/Concerns from Clients

  • Understand my situation
  • Educate Me
  • Respect my assets (no matter how small)
  • Solve my problem - don't sell product
  • Monitor my progress
  • Keep in touch

We take these top issues/concerns very seriously, and practice them daily. Let's face it - The Financial World does not make it easy when it comes to retirement planning. If the words confusing, challenging or difficult come to mind when trying to figure out the "Retirement Puzzle" you are not alone. In retirement planning, it is not one size fits all when it comes to making recommendations. We will take the time to determine your individual goals and needs to help provide you with the education you need to help you be better prepared for your future.


"Money is to be respected; one of the worst things you can do is handle another person's money without respect for how hard it was to earn."

- T. Boone Pickens, Jr.