Visit with us here...

We have invested in a new software program that is helping my clients find total clarity about their financial future. It takes all the guesswork out of if you have enough income and money to know you will be set for life financially by giving you a year-by-year breakdown of where you need to be each year in order to reach and maintain your retirement goals. It also does not require any additional investing on your part!

We have invested in a new software program that is helping my clients find total clarity about their financial future. It takes all the guesswork out of if you have enough income and money to know you will be set for life financially by giving you a year-by-year breakdown of where you need to be each year in order to reach and maintain your retirement goals. It also does not require any additional investing on your part!

Generally this is scheduled after a 15 minute call/zoom or attending a seminar. I like to call our 1st sit down meeting "the discovery visit". Together, we discover what your goals, dreams, and any concerns you may have. We also discover where you are financially.

The 2nd visit is a fun interactive visit where you learn how Red Blue Green concepts can help you track, maintain, and achieve your goals.

These meetings consist of updates to your current portfolio, annual statements, future RMD plans, as well as we go over your RBG plan. Bottom line, we want to know, are you on track for you goals and have they changed.

These seminars have vital information so you can thrive in retirements.
1)“Why taxes will be going up in the future and what you can do about it”
2)“How to reduce your taxes in retirement” 3)“Why your mutual funds are costing you money”