Where experience meets
empathy

Experience financial planning tailored to your passions.

 

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1. Income Planning

2. Investment Planning

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3. Tax Planning

4. Healthcare Planning

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5. Legacy Planning

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INSTANT DOWNLOAD

Your Financial Pathway for Retirement

The Road to Getting and Staying Retired

When you reach that phase in life when every day is like Saturday, how much will you spend? Brett Shunkwiler tackles that oh-so-important question and others in his first book, “Your Financial Pathway for Retirement: The Road to Getting and Staying Retired.” While discussing the five parts of his Pathway for Retirement™ plan — income, investment, tax, health care and legacy planning — Brett also addresses:

  • The go-go, slow-go and no-go phases of retirement
  • The importance of volatility control
  • Tax-free conversions that might make sense for you
  • Alternatives for funding long-term care

Need More Info? Attend a Live Event

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

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Get to Know Our Team

It is our mission to help individuals and families achieve their ideal retirements.

Meet our founder

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Meet Our Founder

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Services We Offer

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More

The Second Act

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

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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 402.466.3919