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Helping you get
the most
o u t   o f   l i f e


Looking for a financial strategy to help you reach your retirement goals? That’s where we come in.

Today’s retirement is different.

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.

Get Started In
3 Easy Steps

1

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2

Using the Life Compass plan, we’ll examine your current financial situation and determine your retirement needs.

3

Receive a custom strategy to help you reach your unique retirement goals.

Get to know
our team

It is our mission to help individuals and families achieve their ideal retirements.

Meet our founder

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Meet Our Founder

founder

Services We Offer

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
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Need more info?
Attend a live event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more...

Tuesday, February 4
The Secure Act Seminar
11:30 am | Izzy’s Restaurant and Catering - 850 N Walnut St.
Batesville, IN 47006 United States

The Secure Act (Setting Every Community Up for Retirement Enhancement) made its way into the year-end spending bill. Now what? Join us on February 4th from 11:30 – 1:00 (lunch) at Izzy’s restaurant to learn strategies for navigating some of the provisions within the bill. We will discuss:

Limiting Stretch IRAs
Annuity allocations in 401(k)s
No IRA contribution age limit
Small employer retirement plans
Required minimum distributions at age 72

RSVP by calling 812.933.1791, or clicking the register button

Thursday, February 6
The Secure Act Seminar
5:30 pm | Izzy’s Restaurant and Catering - 850 N Walnut St.
Batesville, IN 47006 United States

The Secure Act (Setting Every Community Up for Retirement Enhancement) made its way into the year-end spending bill. Now what? Join us on February 6th from 5:30 – 7:00 (appetizers) at Izzy’s restaurant to learn strategies for navigating some of the provisions within the bill. We will discuss:

Limiting Stretch IRAs
Annuity allocations in 401(k)s
No IRA contribution age limit
Small employer retirement plans
Required minimum distributions at age 72

RSVP by calling 812.933.1791, or clicking the register button

Ready to take
the next step?


For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 812.933.1791

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