You don't have to navigate to loss of your spouse alone.

Your Estate

Making changes to your estate is very important for your well being and protection. Let us help you ensuring that your legacy is protected and your paperwork is in order.

Your Retirement

Knowing what your retirement will look like in the event that you lose your spouse can be challenging. Let us help you organize  Social Security, 401(k), IRAs and pension plans and put together a cohesive roadmap to your income and investments.

Your Future

Everything we create is built with simplicity in mind. We've done our best to only include the customization options you need.

Read Recent Articles on Financial Planning

Moving Up Your Retirement Date

March 10, 2019

Many people would love to be able to retire sooner than later. If you are one of them, Jon and Karyn have nine strategies designed to help get you in a position to do just that.

Pros and Cons of Municipal Bonds

March 5, 2019

U.S. stock markets were enjoying an eighth consecutive year of a bull market until volatility toward the end of 2018 erased all of the past year’s gains.1 In times like this, as share prices continue to bounce back and forth on a day-to-day basis, investors close to or in retirement often transition to more conservative investments. One option is the municipal bond market.

Social Security Myths Debunked

March 3, 2019

There is a lot to know about Social Security – and a lot of misinformation about it. Today Jon and Karyn sort out what the truth is and what the myths are about this nearly universal program.

Stability Grows for Emerging Markets

February 19, 2019

Thirty years ago, developed markets were seen as much more stable than smaller, emerging countries. But as political division and uncertainty permeates the West, the differences have faded, and emerging markets (EM) have shed the high-risk perception that accompanied foreign investment.

Sound government situations, conservative monetary policy and lower levels of debt were once staples of developed markets, while EMs posed higher risks with regard to politics and central bank policies. EM countries have evolved, along with their institutions and policies, while populist politicians have gained prominence in the West by touting the benefits of isolationism and protectionism.1

Four Areas of Retirement Where Professional Advice Can Be a Difference Maker

February 19, 2019

If you look on the internet, you can find step-by-step instructions to do almost anything. But what about retirement planning? You can get a lot of information but putting the final plan together is something best done with professional help and guidance. Today Jon and Karyn provide four areas where a financial pro can be most valuable in getting things in shape for your post-working years.

Four Pathways to Retire with Confidence

January 30, 2019

You may be getting near the finish line and set to retire. But are the investment decisions you have made the right ones for you? Jon and Karyn look at four strategies which explore retirement expenses and ways to address them, to protect against unnecessary risks and allow the right growth pathways for that valuable nest egg.

Take a listen!

Are you ready to secure your envisioned retirement?

Schedule a Meeting

Your Time is Valuable

Have a conversation with one of our advisors to learn how to leverage these tools, learn about our five pillar planning process, get started on a path to a more confident financial future. 


Screen Shot 2018-07-02 at 12.13.31 PM

Questions about getting started? Drop us a line to find out more!