About Us

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We are a team of licensed professionals. Our goal is to help families become financially independent, no matter what their circumstances might be. We start by understanding their current financial situation, then develop a plan of action to help them accomplish their retirement goals. We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals. 

Most Americans do not have pensions anymore unless they are public employees. If you have a pension from your employer, this certainly puts you at an advantage.  However, most people do not understand how their pension works. We start by helping them understand the formula and how to calculate their pension. Based on their retirement goals, we can help them calculate how much their pension amount will be when they retire. Although pensions will cover a portion of their retirement, there will still be some financial gap in your retirement. We will help them identify the shortfall and discuss some options that are available to help them bridge the income gap so that they will have a comfortable retirement without the fear of running out of money.