You have the

dream.

Now you need the

game a plan.


We provide financial planning and individualized coaching to help you design and work toward your dream retirement lifestyle.

Get started in 3 easy steps:

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1. Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2. evaluate

Using our Lifestyle Maximizer process, we’ll examine your current financial situation and determine your retirement needs.

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3. Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

Need More Info?
Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

No upcoming events.

In a the

Media

TV

Check out John’s appearances on local television as he gives strategies for a successful retirement.

Radio

Catch up on episodes from the “Retire Fit” show.

 

Book

Read John’s book “The Happy Ever After: A Guide to a Fulfilling Retirement.”

 

As Seen On & Featured In


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The Second Act

Retirement isn’t the final chapter in the book of life, but rather, a new beginning.

Ready to take
The Next Step?


 

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

 

Or give us a call at 615.656.3170

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