"If You Were Me,
What Would You Do?"
Isn’t this what you really want to ask a retirement planning expert?
As retirement draws near, you likely have many questions.
Will I have enough?
What if there’s a major healthcare, stock market, or inflationary event that threatens what we’ve saved?
How should I handle Social Security, health care, my pension, taxes, and our savings and investments?
Who can I trust for unbiased financial advice?
Retirement Planning Made Simple.
We’ll help you save time, plan right, and retire the way you’ve always wanted.
We Can Help
We’ve been doing retirement planning for over 25 years and we’re local in your community. We also have access to tools and resources that were once only available to the very largest and most exclusive financial firms in the world. In other words, we’re nearby, yet our planning resources are vast and sophisticated.
Our initial conversations are free of charge. Until we know we can assist you, there’s no cost or obligation. Simply reach out to us, we’ll talk and assess your situation, and determine next steps. It’s that simple.
Book a Discovery Meeting
Let's discuss your financial concerns and opportunities. We'll identify areas where we can provide support and solutions, simply by having a conversation. We’re happy to accommodate face-to-face or virtual meetings.
Adam Cufr,
RICP®
Principal
Retirement Income Certified Professional®
Dave Bensch
CFP®
