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