Are you at all concerned about maintaining your lifestyle throughout retirement?

Our focus is on what we can control, not what's uncontrollable. The stock market, interest rates, trade wars, pandemics, are all out of our control. We seek to manage and prepare for various outcomes by having a positive Attitude, constructive Behavior, and Commitment to success.

Attitude

A positive attitude is about keeping your "eyes on the prize" and always staying focused on success. Allowing negative circumstances to distract you can lead to bad decisions and failure.

Behavior

Staying active during tough times is challenging, but a necessary requirement to achieve a positive outcome. In fact, the importance of constructive behavior during difficult times is ultimately what separates success from failure.

Commitment

In life, we experience good seasons and bad. It's during the bad seasons when we are tempted to make changes due to fear, that we stay the course. Our commitment to your plan is unwavering, with adjustments when "life happens".

THE FIRST STEP IS A CONVERSATION

Contact Us

Our Back Nine Wealth Plan is customized to every individuals specific needs & goals. As we proceed through this process, we will discover what is necessary for you to succeed in reaching your objectives. Always 100% confidential & no obligation.

Will your retirement be affected by the Trump Tax Laws?

With this 10-page instant download, written by one of Washington’s savviest political observers, you’ll discover:

  • How your taxes could be affected by the Trump tax change – today and in retirement
  • Ways to help ensure your portfolio is as tax efficient as possible
  • Strategies designed to make sure you don’t give Uncle Sam a penny more than necessary

YOUR DREAMS MATTER

You've worked hard your entire life, now what? Whats your plan?

Our "Back Nine Wealth Plan" is a strategy to ensure you a comfortable lifestyle throughout retirement, which is accomplished by addressing the 12 essential components crucial to your success.

TODAY’S RETIREMENT IS

Challenging

It’s certainly not the final chapter in the book of life but rather the beginning ... a second act. Contact us to start the process of your complimentary "Back Nine Wealth Plan" to see how we can help you better achieve your ideal retirement.

Are you a first responder?

For years, we’ve helped our local heroes retire well.

Ready to discuss your retirement goals? Let’s talk about it.

For more information about any of our products and services, to schedule a meeting today or register to attend a seminar please fill out the contact form and one of our team member will reach out.

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