Our services

Investment & Wealth Management

Build a strong financial foundation with expert investment management. We create personalized portfolios that align with your risk tolerance, retirement timeline, and financial goals.

Financial Wellness Membership

Empower your financial future with our Financial Wellness Membership, designed to give you a complete, real-time view of your financial picture in one easy-to-use platform.

Retirement Income Planning

Ensure your money lasts throughout retirement. We create a customized income strategy that balances guaranteed income, investments, and tax efficiency so you can enjoy retirement stress-free.

Life Insurance & Annuities

Create a secure financial future and protect your loved ones. We help you find the right life insurance policy or annuity to provide lifelong income, estate protection, or a tax-free legacy.

Medicare & Long-Term Care Planning

Ensure you have the right healthcare and long-term care coverage in retirement. We help you navigate Medicare, choose the right supplemental plans, and prepare for potential long-term care expenses.

Social Security Optimization

Maximize your Social Security benefits with a strategy that helps you avoid costly mistakes, reduce taxes, and maximize monthly payouts. Get a customized benefits analysis to find your optimal claiming strategy.

Medicare & Long-Term Care Planning

Ensure you have the right healthcare and long-term care coverage in retirement. We help you navigate Medicare, choose the right supplemental plans, and prepare for potential long-term care expenses.

Financial Wellness Platform – Take Control of Your Future

Are You Confident in Your Financial Future?

Most people hope they’re on the right track financially—but hope isn’t a strategy. Without a clear plan, you risk:
-Running out of money in retirement
-Paying more taxes than necessary
-Missing key financial opportunities

The truth? Financial planning isn’t just for the wealthy. It’s for anyone who wants peace of mind, smarter money moves, and long-term security. That’s exactly why we created the Financial Wellness Platform—a powerful, affordable alternative to traditional financial planning.

What is the Financial Wellness Platform?

Our membership-based financial planning service gives you the tools, strategies, and expert insights to stay in control of your money—without the high fees of a financial advisor.

• Track Your Finances in One Place – Monitor investments, savings, debt & cash flow effortlessly.

• Personalized Retirement & Tax Planning – Know exactly what’s needed to retire early & reduce taxes.

• Custom Financial Strategy – From budgeting to estate planning, get expert-driven insights tailored to you.

• Guided or DIY Options – Choose the level of support that fits your needs & budget.

Think of it as your financial GPS—guiding you step by step to financial freedom.

Essential Plan

$59/month

For budget-conscious users who want access but minimal personal guidance.

What’s Included:

Access to the Financial Wellness Platform to track investments, retirement plans, and life insurance.

Budgeting and expense tracking tools.

Annual reviews.

Growth Plan

$79month

For users who want expert insights on their financial future.

What’s Included:

Everything in the Essential Plan, PLUS:

Semi-annual review meetings.

Social Security optimization.

Cash flow analysis.

Wealth Builder Plan

(Comprehensive)

$149/month

For serious clients who want a full financial strategy

What’s Included:

Everything in the Growth Plan, PLUS:

Quarterly review meetings.

Tax-efficiency planning.

Estate planning visualization.

Learn your risk tolerance.

Business owner financial planning (if applicable).

Membership Investment