We help our clients live their retirement dreams with smart financial planning.
TAKE THE CHALLENGE
How prepared are you for retirement?
The Checklist Challenge will tell us.
When it comes to your retirement, you don’t want to leave anything to chance. We don’t want you to, either.
Fill out this 34-point Checklist Challenge, which will measure your retirement readiness and help us understand how we can best serve your needs as you prepare to live the future you always envisioned.
Together we will examine:
Whether you’re taking an appropriate level of risk
How your assets and liabilities stack up
What gaps you may have in your current plan
Together let’s rise to the challenge — starting today!
Our Commitment to You We help our clients enjoy their retirement with confidence by offering unbiased, skilled advice
One Of The Big Risks Of Aging? Not Planning for Long-Term Care
By Eric Lahaie
In this article, founder Eric Lahaie reveals how likely it is you will need long-term care, and discusses the four choices you can make when managing long-term care risk.
Click the button to read Eric’s Kiplinger.com article now!
3 Essentials for a Successful Retirement
By Jennifer Lahaie
In this 5-minute read, founder Jennifer Lahaie outlines why it’s important to have a clear vision, an income distribution plan and a tax strategy when setting the table for your retirement.
Click the button to read Jennifer’s Kiplinger.com article now!
Ready to take THE Next STEP?
For more information about any of our products and services, schedule a visit today.