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Make the Rest of Your Life
the Best of Your Life

We can help you design a retirement plan that celebrates your financial dreams.

Learn How
Today’s retirement is Different.

Today’s retirement
is Different.

Continuing your story how you want it written.

It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our seminars to see how we can help you with your retirement plan. 

Navigating Financial Success Together

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

On-Target Retirement Review

On-Target Retirement Review

Review of your income, investment, tax, legacy, and health plan to determine if improvements are needed.

Strategic Plan

Strategic Plan

Share a high-level Strategic design to help improve your planning and get it On-Target.

Establish accounts for you and manage rollovers.

Strategy Implementation

Strategy Implementation

Through a combination of strategic and tactical solutions, begin construction of your Fiscal Home.

Present Completed On-Target Retirement Plan

Present Completed On-Target Retirement Plan

Review your completed plan, answer questions and discuss login for account access.

Progress Reviews & Maintenance

Progress Reviews & Maintenance

Review yearly progress, discuss changes in your situation and adjust accordingly.

Review tax return to help ensure tax efficiency and opportunities.

Significant Areas of
a Confident Retirement


See All Our Financial Services

Get Your Income For Life Report

Using our time-tested process, we’ll design a customized plan that meets your unique needs. The Income For Life Report can help spell out what you’re going to have to live with each and every day of your life, so you can retire confidently.


Listening

We spend time learning to understand you, your current situation, and your retirement goals and dreams. This critical step is a guide map for us in customizing your financial plan.


Analyzing Information

Using the information we receive in Step 1, as well as relevant financial information, we then create our proprietary Income For Life report. This report will give you a clear picture of where you are currently in relation to your goals, and how we can assist you in meeting and possibly improving these positions for the future.


Planning

Now that we have a clear vision of where you are and your areas of concern, we design a customized plan to provide you with actionable solutions. We do this through a comprehensive approach utilizing strategies most closely aligned to you and your risk tolerance.


Implementing

Through a combination of strategic and tactical solutions, we will assist you in putting the plan into place to reach your goals. Together with our staff, we aim to make this process easy and clear for you.


Monitoring

Ongoing evaluations are key to ensuring you stay on track. We monitor your investments daily and meet with you quarterly or annually at a minimum. Of course, we are always just a phone call away.

Keeping Your Retirement On Target: Think Less About Your Money and More About Your Life!

by Frank Higgins & Bridget Riley


Retirement should be a well-earned reward, not a source of stress. You can design your days like never before and shape a life that’s uniquely yours. Retirement can be your time to thrive. 

Many financial professionals deal with investments and rates of return. But in their book, Keeping Your Retirement on Target, Bridget Riley and Frank Higgins focus on five key areas for your financial future, reviewing ways for you to:

  • Ensure Steady Income
  • Make Smart Investments
  • Minimize Taxes to Keep More of What’s Yours
  • Plan for Health Care Costs
  • Leave a Lasting Legacy


Do you want to spend less time thinking about your finances and more time enjoying life? This book contains strategies to that end. You’ll learn about the Riley-Higgins On Target Retirement Plan, which can prepare you for a fulfilling life after work. A retirement plan isn’t just about playing golf at the destination of your choice — it’s about hitting a hole-in-one in all aspects of your retirement.

Available for purchase on Amazon.com or receive a complimentary copy when you book a visit.


Buy Your Copy Today  Book a Meeting

Upcoming Events

A Living Trust Primer

A Living Trust Primer

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Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

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How Cash Apps Work

How Cash Apps Work

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Comparing Mortgage Terms

Comparing Mortgage Terms

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Take the First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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