Client Spotlight

Our job is to help retirees find happiness. When​​ they do, we celebrate the news to help inspire others to pursue their core pursuits. Today,

Retirement often marks the end of a career, but for Jerry and his wife Cherie, it was the beginning of something extraordinary—a chance to turn

Lisa retired from the Bell System in 2006 and Dallas a year later, timing that was influenced by an early package offer after the “new”

Retiring after a successful career as a chemical coating sales representative and over 30 years in healthcare management, Lloyd and Vickie were ready to get

When it comes to traveling, Elayne and Randy prefer outdoor settings and enjoy hiking, so the national parks were a natural fit. The idea to

We’ve all got that dream that’s been creepin’ and crawlin’ around in the back of our minds for years. Perhaps it’s something we’ve always wanted

There’s a ubiquitous saying in American culture: If you can’t beat ‘em, join ‘em. Ingrid Reckard didn’t want to beat ‘em, but she certainly joined

Much of the recent financial news has been laser-focused on inflation, and rightfully so. When prices go up, quality of life doesn’t often follow. At

When you spend most of your time helping folks plan for the happy retirements they deserve, it’s rewarding to stop and enjoy the ones who

One of the most rewarding aspects of working in portfolio management and retirement planning is seeing positive results in real-time. At our firm, we believe

When finding happiness in retirement, our clients take many different paths. From time to time, we like to shine a light on the road a