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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.
» Learn More

Need more info?
Attend a live event

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

Wednesday, September 11
Lunch & Learn Part 3: Tax Planning 101
11:30 am | Batesville Public Library - 131 N Walnut St
Batesville, IN 47006 United States
Tuesday, September 24
Today’s Retirement Challenges
6:30 pm | The Sherman - 35 S Main St.
Batesville, IN 47006 United States

Featured topics: tax efficiency, life time income, investment concepts, legacy to heirs, and long term care.

Thursday, September 26
Today’s Retirement Challenges
6:30 pm | The Sherman - 35 S Main St.
Batesville, IN 47006 United States

Featured topics: tax efficiency, life time income, investment concepts, legacy to heirs, and long term care.

Wednesday, November 13
Lunch & Learn Part 4: Health Care 101
11:30 am | Batesville Public Library - 131 N Walnut St
Batesville, IN 47006 United States

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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