We help people in the “Retirement Zone” between ages 50 - 70 solidify their plans for financial independence.

Many people in “the zone” worry whether their assets are sufficient to support their desired lifestyle through life expectancy, and if they have thoughtfully protected themselves from creditors, predators, pretenders, and confiscators.

If this is you, we can help!

According to a whitepaper entitled 8,000 Days written by Dr. Joseph Coughlin, PhD, Director of the MIT AgeLab, “The traditional view of retirement is outdated” and “Retirement is now an entire life stage waiting to be written.” Yet, many enter this “retirement zone” with anxiety due to a fear of the unknown, the unexpected and the unplanned for.

Our mission is simple, we help people in the retirement zone plan for, protect and enjoy their own personalized definition of financial independence. 

Everybody has a plan; some are by design, and some are by default. Designed plans pursue pre-determined outcomes while default plans usually suffer unintended consequences.

What kind of plan do you have?

Watch this 2:23 minute video to learn more about how we can help design your personalized plan for financial independence.