On the road to retirement?

We’ve got your back.

Our planning process can help steer you toward you dream retirement destination.

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On the road to retirement?

We’ve got your back.

Our planning process can help steer you toward you dream retirement destination.

Preparing for retirement?

Chances are these questions have crossed your mind:

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Will I have enough money to not only live comfortably but do the things I enjoy most?

Maintaining the lifestyle you enjoy now is a priority for most pre-retirees. By identifying your goals and aspirations, we can craft a retirement income plan that makes sense for you.

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Does my current investment strategy make sense for my income goals?

No two retirements are the same, and for that reason, boilerplate investment strategies do you a disservice. We’ll throw the cookie cutter out the window and offer a custom-tailored approach.

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How can I continue to help my loved ones and causes I care about most after I retire?

Legacy planning is one of the most important yet often overlooked aspects of readying for retirement. Our no-stone-left-unturned approach can help reassure both you and your beneficiaries.

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Meet Your Team

Get to know the financial professionals who will work hard for your retirement.

Michael Reese, CFP<sup>®</sup>, CLU, CHFC, CTS<br><span class="title">Founder & CEO</span>
Michael Reese, CFP®, CLU, CHFC, CTS

Founder & CEO

Elizabeth James<br><span class="title">CRPS Financial Advisor</span>
Elizabeth James

CRPS Financial Advisor

Kevin Wade<br><span class="title">Financial Advisor</span>
Kevin Wade

Financial Advisor

Friend Williams<br><span class="title">Financial Advisor</span>
Friend Williams

Financial Advisor

Tony Stough<br><span class="title">CRPC<sup>®</sup> Financial Advisor</span>
Tony Stough

CRPC® Financial Advisor

Phil Behnen<br><span class="title">CFP<sup>®</sup> CPA/CFP<sup>®</sup></span>
Phil Behnen

CFP®, CPA/CFP®

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Jonathan Burkland

Financial Advisor

Podcast

Catch the latest episode of Retirement Today with Michael Reese, CFP®

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