Our Team

Our Services


Retirement Planning

Our retirement planning services help you reach your goals without the risk of running out of money. We want to give you confidence and clarity so you can spend time doing the things that are most important to you.

Investment Planning

Our investment portfolios are carefully designed to help retirement investors reduce risk, improve returns, and create a reliable income stream.

Tax Planning

Without careful planning, it’s very possible to have a higher tax bill in retirement than as a working professional. Our tax planning services aim to help keep taxes low today and in retirement.

Social Security Timing

As retirement planning specialists, we help you determine the best time to collect Social Security. To do that, we take into consideration how your Social Security benefits will interact with other income sources.

Retirement Income

We aim to help turn your nest egg into a reliable income stream. Our approach is backed by decades of academic research and helps.

Optimizing Insurance

Our insurance planning helps you maximize your protection and lower your annual costs. After we perform a comprehensive insurance analysis, we help you shop the entire market to find the best policy at the best price.

We manage assets for individuals and families, providing investment management, and financial planning services.

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Scott Sullivan |
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for a low cost, it can also be the most overlooked. Most people don’t consider it because they think they have plenty of liability coverage in their homeowners and auto insurance policies.
Over the last few years the term 'retirement readiness' has entered the investing vernacular. It is usually used when talking about employer sponsored retirement plans (such as 401Ks or 403B plans). Investopedia defines retirement readiness as: "the state and degree of being ready for retirement."