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Retire Wiser

Do you want a retirement that allows you to do more than just get by?

Do you want one that allows you to retire wiser – to do more of the things that mean the most to you?

There seems to be so much uncertainty and worry…

  • How much is enough?
  • How long will you live?
  • Where do you start?

The #1 antidote to worry is to increase your certainty.
The road to greater certainty is to take action now.

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The Year You Retire

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Our Blog

What is a “Trusted Person” any why do we keep asking you if you’d like to add one to your account? Since about the 1960s there have been a variety of rules and regulations in place to protect the ...
As more and more people are being vaccinated, hope has risen the COVID-19 pandemic restrictions will be a thing of the past by the end of 2021.  Once it does subside, we will all be in a world ...
One of the defining moments of 2021 is the mania that surrounded the trading of GameStop stock, Robinhood, and the WallStreetBets Reddit group that led the charge.  For those of you not too fam...
  • John Bever, CFP®
    Financial Advisor

    As a CERTIFIED FINANCIAL PLANNER™ professional, John Bever understands that a financial plan will only be as successful as the goals it is designed to support. One of John’s passions in life is to help his clients create a financial plan that is in harmony with their sense of life’s purpose. He believes that financial independence is not merely measured in dollars, but in how fully it allows someone to accomplish their
    life’s mission.

  • Jim Uren, CFP®
    Financial Advisor

    As a CERTIFIED FINANCIAL PLANNER™ professional, Jim Uren works hard every day to help improve the lives of his clients. Jim feels that helping clients is more than a career – it is a calling. Jim focuses on helping his clients through the design of comprehensive financial plans and customized wealth management strategies.


Contact Us

You work hard, and life’s been good to you.

You’re planning ahead and want to know you’ll have the resources you need to provide the lifestyle you want – for you and your family.

We’ll help keep you on the right path by combining investment strategies with a financial plan designed to preserve what you have, while achieving what you want. In an ever-changing world, we’re driven by what’s right for you.

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