Planning to retire in the next 5-10 years?



You have a lot of ideas about your future. You've earned it!
You may want to spend more time with family, start a new venture, travel, or just play golf everyday--
without worrying that you won't have enough.

You want to retire knowing that what you've built will last the rest of your life.  

But these questions are going through your head:

  • When is the right time to step away from work?
  • Will my portfolio provide enough income over my lifetime?
  • How do I plan for social security, pension income and withrdawals from my investments?
  • Will I survive a market downturn in retirement?

These are difficult questions and you know you can't answer them alone.

We help people like you!

As independent financial advisors in Kentucky and Ohio, we work with people who are within 5-10 years of retirement. You may have worked with other advisors in the past, but have you worked with a planner? We're planners--but not the kind that just plug your numbers into a worksheet and forget about you. We'll work closely with you to figure out what income you'll need and how to generate that income from your investments, social security benefits, pension benefits and other income sources in a sustainable way that feels good to you. 

When it comes to your investments, we know that you want to protect what you've saved and see it grow too! We're dedicated to making that happen. And we'll help you create an investment strategy to do just that. 





FREE Webinar: Will I Have Enough to Retire?

4 Simple Steps To Calculate How Much You'll Need

Do you worry about having enough money to retire? Do you worry about your money lasting throughout retirement?

There are a lot of retirement calculators and random figures out there that tell you how much you should save for retirement. But how much do YOU need based on your unique situation?

Join me for this 1-hour workshop, where I will guide you through the calculations to determine how much you need to be able to retire in 4 simple steps. 


In this webinar, you will learn:

  • How to forecast your future expenses (adjusted for inflation)

  • How to calculate how much money you'll need to meet those expenses without running out of money

  • How to determine if you are on track to the retirement you've dreamed of!





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