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IT'S YOUR AGENDA NOW.

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We help our clients answer the "how much?" questions...

– Ryan P. Drake, President and Managing Member

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How much can I safely spend on travel and fun?

How much will rising interest rates impact my finances?

How much will my retirement income change over the years?

How much will a recession impact my retirement portfolio?

How much will inflation impact my retirement expenses?

How much should I keep in emergency reserves?

How much insurance coverage should I maintain as a retired person?

Don’t Settle For Less

Your Agenda and Our Know-How… A Powerful Combination

We will understand your second-half-of-life dreams and help you construct a retirement plan and income strategies that can help keep you living well, doing good, and enjoying life! Use your imagination. Retirement gives you the freedom to do what you want to do, powered by the resources, knowledge, and wisdom you have accumulated.

“Retirement is wonderful if you have two essentials: enough to live on and much to live for.”

-Anonymous

Have Questions?

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Our Core Principles

  1. Construct A Written Plan
  2. Keep Your Plan Updated
  3. Position Your Income To Increase
  4. Think Long Term
  5. Manage Risks
  6. Details Matter

About Us

Our Process

If you choose to consider working with us, there will be no fee or obligation while we get to know each other. On average, we will spend 10-20 hours reviewing your investment holdings and developing a written, comprehensive Retirement Plan for your review. In some situations, we complete a  streamlined review depending on your situation.

1. Discovery

During our first meeting, we begin the process of getting to know one another.

2. Planning & Strategy

We will prepare a written retirement plan and investment strategy specifically for you.

3. Decide & Implement

We will coordinate the implementation of the agreed upon strategies. Our client accounts are normally held at Charles Schwab, one of America’s largest custodians.

4. Monitor & Update

We monitor our client’s financial status and investment holdings to adapt to your evolving needs.

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