How Fit

Is Your Retirement Plan?

We can help you manage your finances so you can pursue your goals.

Get started in

3

easy steps

Get started on the path toward your dream retirement today!

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1. Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2. Evaluate

Using The Retirement Fitness Plan™, we’ll examine your current financial situation and determine your retirement needs.

3. Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

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INSTANT DOWNLOAD

Will Your Money Last as Long as You Do?

Check out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement:

  • Living longer in retirement, including how to potentially minimize taxes
  • Higher health care expenses, such as managing increased prescription-drug costs
  • Long-term care, including a strategy to address in-home caregiving expenses

Need More Info? Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

Check back soon for upcoming events!

Get to Know Our Team

It is our mission to help individuals and families achieve their ideal retirements.

Meet Our Founder

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Meet Our Founder

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Services We Offer

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More

The Second Act

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.

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Ready to take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 614.526.4118.