Our approach to retirement strategies is unique. We firmly believe that retirement shouldn’t be spent worrying about money, it’s all about your lifestyle. It’s your life and your retirement should be lived your way!
We have a team that has dedicated their lives to helping people enjoy a secure retirement. They are passionate about what they do and our clients know it. Many of our executive team members currently hold prestigious financial designations: Certified Financial Planners® (CFP), Certified Public Accountants (CPA), and Certified Annuity Specialist (CAS). Our company believes that a wide range of educated advisors and agents with specific areas of specialized knowledge and experience is paramount in selecting the right team. Our members are constantly educating themselves on current industry information, allowing them to be effective at building customized strategies to fit each client’s individual needs. In addition, they are all members of the exclusive Ed Slott Elite IRA Advisor Group, an ongoing program designed to keep advisors informed about the latest news and changes with IRAs and retirement accounts.
We also believe in educating YOU about what you are purchasing and how it will benefit you. Understanding the pros, cons, fees and benefits of our strategies, before you buy, is fundamental in building a successful retirement strategy and long-term relationship with our clients.
Director of Client Services, CRPC®
Community Outreach, Events & Support
Director of Events
Director of Golf Marketing
BART PATTERSON – CPA
JACKIE O’CONNOR – CPA
PAUL BRUNE – CPA