You have spent your life diligently saving and investing for retirement. Your company says, "Thanks for your service," and now you must figure out on your own how to create a retirement income that will sustain you—potentially for decades. We call it the Retirement Income Challenge.
As a Certified Retirement Counselor®, my team has developed a planning-focused process designed to guide you through retirement planning. We take your lifetime of savings and investments and craft a clear roadmap for turning them into a retirement income plan that supports a two-person household for 30 years or more. This thoughtful approach helps ensure our clients enter retirement with the ability to enjoy their next chapter with financial confidence.

Notes: 

Annual investment advisory fees are billed quarterly and based on the account value at the end of each quarter. Assets under management fee schedule reflective of advisory services offered through My Advice Architect. Householding your accounts will result in a financial benefit to you due to reduced overall management fees and you should consider householding where applicable. In addition to above fees, clients pay a Manager Fee, based on selected investments. Other programs and solutions available in addition the above upon request. Clients over $250,000 will receive a comprehensive plan minus a $500 consultation fee. Investment advisory services are offered through Cetera Investment Advisers LLC. Financial Planning & Consulting Services is completed through a separate agreement from the Investment Management Services agreement. Please refer to firm's ADV Part 2A and the client's agreement for additional platform, strategist or any related fees that may apply. *Financial Advisors do not provide tax and legal advice. For tax/legal advice, please consult your tax/legal professional. *