Our Mission Statement

Whether you are 40, 60, or older, married, divorced, or widowed, how do you define Successful Retirement?  Most of our clients define it as their time to travel, play golf or tennis, learn a new skill, paint, spend time with family, volunteer, build a garden, take up sailing, spoil their grandchildren, but none describe it as having to scrimp so they don’t run out of money!

We help our clients pursue and enjoy a worry-free retirement when the time comes.

An important component of any retirement plan is Social Security. Not understanding how benefits are calculated can result in significant losses. To help our clients make informed decisions, we utilize Maximize My Social Security, a powerful tool that evaluates hundreds of possible scenarios to capture all the benefits they are entitled to.