Our Approach

First, we listen to find out what is most important to you. Then, we begin building your plan based on your specific needs. We start by making sure your basic income needs are taken care of. From there, we focus on your wants and wishes. Kevin, in addition to being a RICP® Retirement Income Certified Professional, is also a CSSCS, Certified Social Security Claiming Strategist. This means we look at your Social Security claiming strategy as a percentage of your retirement income rather than relying solely on a break-even approach. That added level of detail can make a big difference, especially for couples. We use state-of-the-art technologies like Riskalyze, Social Security optimization, and Tax Clarity, to name a few. We have advisory fee-only plans available, as well as hybrid fee-and-brokerage or annuity plans. We don’t want our clients to be without what they need, so we take the time, money and energy to offer everything we can.