here is what you
should focus on

Let us handle the rest.

Problems We Solve

Will I run out of money in retirement?

We help you build an income plan to last you a lifetime, and can evaluate multiple scenarios in retirement.

Will I pay too much in taxes?

We work with your CPA and leverage cutting-edge technology to take a “windshield” approach to taxes in retirement, making sure you’re paying what’s owed but don’t leave a tip!

Do I need insurance and do I have the right type?

We help you review everything from your home, auto, & liability coverage, to life insurance, long-term care and more.

What do I do about Medicare?

We’ve got you covered- whether it’s Medicare supplements, Medicare Advantage, or Prescription Drug Coverage, we’ll help you get the right coverage and help you change when needed.

How do I avoid probate and protect my assets once I’m gone?

Part of doing proper planning is making sure your legal documents are in order. We can help you choose what is needed, then help you set them up and maintain them going forward.

What’s the best way to claim my Social Security?

We will run your Social Security options so that you don’t leave money on the table AND it’s integrated with your retirement income plan.

What’s the best way to create income throughout my retirement?

We walk through different income strategies to help you make the most of your hard-earned money, and create a plan that works whatever the future may hold.

What will I do in retirement?

Retirees who delegate their financial planning to an expert have more time and energy to spent on things they enjoy. Helping so many through the retirement transition has taught us that having community and an intentional plan are important, so we’ve built our RETIREMENT READINESS™️ process to help with this.

What about forks-in-the-road and blind spots I’m not even aware of?

Our RETIREMENT READINESS™️ process analyzes the 14 biggest risks people face in retirement. This is an ongoing process we continually review, so you’re never left to make decisions without a trusted advisor by your side.

How We Solve Them

As part of our RETIREMENT READINESS™️ process, you receive personalized analysis of the 14 biggest risks people face in retirement.

Gone are the days of a 50-page report! Instead, your 2-page, color-coordinated report gives you instant feedback, and the confidence to retire without fear.

Already retired? Consider this the check-up our retirement plans deserve!

Step #1: Intro Call

Typically 15-30 minutes

You share your retirement concerns and a bit about yourself. We’ll share a bit about us and answer your initial questions. From there we mutually decide to schedule a Power Hour meeting or part ways as friends. We’ll even help you find another advisory firm if we’re not a good fit.

Step #2: Power Hour

Typically 40-60 minutes

We discuss your retirement situation in more detail. This often includes statements, balance sheet, tax returns, and whatever financially relevant info you’re comfortable sharing.

This can also include your vision for retirement and goals you’d like to accomplish. Don’t worry if you don’t have all the answers, as our RETIREMENT READINESS™️ process is designed to help us get there!

Step #3: Sharing Our Findings

Typically 40-60 minutes

This is where you see the results of everything you’ve shared up to this point, including the results of your 14 RETIREMENT RISKS. We include potential solutions if we’re able to help.

Step #4: Decision Step

Typically 10-15 minutes

Outcome A- For whatever reason, we’re not the best match. If you prefer, we’ll help you find another advisor.

Outcome B- We’re mutually a great fit, and we’ll review the next steps to proceed.

Step #5: Plan Implementation

Typically 30-45 minutes

We will complete any new paperwork that needs to be signed and help you link to any technology we will be using.

After that, the rest of the work is on our shoulders.

Step #6: Service Calendar & Strategy Meetings

Time commitments range

We monitor and update your plan with an easy-to-follow service calendar, reviewing different planning topics each month. This way you accomplish tasks along the way in bite-size steps, rather than feeling like everything has to be done at once.

We also leverage strategy meetings because often time-sensitive issues arise that cannot wait for the next scheduled meeting. This could involve tax law changes, income decisions, Social Security and Medicare choices, or an endless list of agenda items that will come up throughout the life of our relationship.

Who We Serve

  • Want a trusted fiduciary financial planner on their team

  • Tend to be 55 or older, either retired or preparing to do so

  • Want an ongoing relationship with an advisor for each phase of retirement, and participate in strategical meetings as needed

  • Are transparent with their assets, income and financially relevant information so we can best serve them

  • Are disciplined and committed to follow our investment philosophy

  • We offer all retirees Medicare assistance and an initial retirement review; however, our ongoing financial clients tend to have $500,000 or more investable assets

  • Nice, optimistic people- this might sound cliche, but we will only work with genuinely nice people with whom we share a mutual respect


We’re not the perfect fit for everyone. If this is the case, we can introduce you to other professionals we trust (we have no affiliation nor receive compensation from any of the following).

  1. Fee-Only with Flat Fee Pricing Model
    Bason Asset Management:
    Oakton Financial:

  2. Fee-Only with Traditional AUM Pricing Model
    Syverson and Strege:
    Foster Group:

Ready To Take The Next Step?

Schedule a Next Best Step Phone call. From there we will build a plan for you or part as friends.

Or give us a call at 515.259.6369