Give your retirement wings

As your financial co-pilots, we will help steer you toward the clear skies of financial independence.

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The Financial Flight Plan and the five stages of flight.

We're here to help you design a Financial Flight Plan that allows you to navigate turbulence and soar through retirement unburdened by financial stress.

  • 1.2

    Take Off: Income

    Every flight starts with a take off and every retirement plan starts with income. A plane can have multiple propellers to help create thrust, just as your retirement income can come from multiple sources like Social Security, Pensions, and Investments. This income gets you off the ground and into the friendly skies of retirement.

  • 2.2

    Ascending: Investments

    After take off, a pilot can enter into a climb that is too aggressive and risk crashing the plane. Investments in retirement may operate in much the same way. Every investment has risks, and while we can never eliminate risk, we try to avoid climbing too aggressively in this stage of flight.

  • 3.2

    Cruising Altitude: Taxes

    Think of your tax bracket as the cruising altitude. We've turned off the "fasten your seat belt" sign and you are free to roam about the cabin as we navigate the ever changing tax landscape.

  • 4.2

    Descending: Health Care

    Just as pilots prepare for potential turbulence during the descent, we must anticipate and plan for the inevitable challenges that come with aging. Aging might be inevitable, but it doesn't mean that we must accept a subpar health care plan.

  • 5.2

    Landing: Legacy Planning

    In aviation, over half of all accidents happen on the final approach and landing. Similarly, if not structured properly, you can lose half of your hard earned wealth to things like inheritance taxes and probate. Our mission is to help you land the plane at your desired location and end the flight on a high-note, to help ensure that your final wishes are clearly documented and your legacy is preserved.

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Instant Download

Have you considered inflation’s impact on your retirement?

Prices are rising on everything from groceries to health care. Download our free guide to learn more about the most common questions on inflation, including:

  • What causes inflation?
  • Is my retirement at risk?
  • Why is the rate of inflation rising?

Ready to Lift Off to a Brighter Retirement?

It’s never too early – or too late – to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

Ready to Lift Off to a Brighter Retirement?

It’s never too early – or too late – to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.