Where experience meets
Experience financial planning tailored to your passions.
1. Income Planning
2. Investment Planning
3. Tax Planning
4. Healthcare Planning
5. Legacy Planning
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...
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
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.