Before we can build a plan to help you meet your financial goals, we'll need to know a bit more about you. In this short exercise below, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.

There are many questions that are unique to your situation:

  • Am I saving enough?
  • When can I retire?
  • Do I want to travel? (How often?)
  • What am I going to do with 365 Saturdays?
  • Do I need a will or a trust?
  • How will I pay for Health Care?
  • How does Medicare work, what are my options?
  • When should I begin Social Security?
  • How can I reduce my exposure to risk?
  • Will my money last as long as I do?
  • What happens if I need Long Term Care?
  • What happens if my spouse dies early?
  • How much money will I need to live comfortably in retirement?
  • How can I reduce estate taxes and preserve more of my assets for my heirs?

Let us be that lighthouse that guides you safely. Once we help you in establishing your goals and priorities, we can establish a plan to answer all of these questions and be there with you through your retirement years making adjustments as life changes happen.  We understand that this is a new phase in your life and having someone who is trained in the possible bumps in the road can help you avoid those potholes and detours and enable a smoother journey.

Remember if you have a plan, a map, a person to help guide you and a clear destination, these can be the most rewarding years ahead. You have worked hard and saved wisely. It is time to enjoy your retirement.

As a Certified Retirement Counselor (CRC®) and a Registered Financial Consultant (RFC®) we have additional training to help you on the road ahead.

To Best Serve Our Clients, We Are Limiting
The Number of New Clients Each Month

Get Started TODAY To Ensure Availability!

For your convenience we offer appointment scheduling 24 hours a day.

Lori Crilley, RFC®, CRC®


Katelin Kalik

Katelin Kalik, RFC®, CDFA®