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Retirement Planning

Its difficult enough.  “So why go it alone?” With so many financial options available to future retirees, you need a skilled professional advisor to help you navigate and select the right retirement financial strategies.

Our Approach: "Educate then Advise"

We believe the best retirement planning is accomplished by this approach.  Most Americans are not aware of the many financial pitfalls that await them in retirement. By providing a good educational foundation encompassing those risks to you the client,  we can better assist you in evaluating the appropriate low or no-risk financial strategies for you to have greater peace of mind in retirement.  For most Americans they only have one attempt to have a successful retirement and rarely are there any do-overs.  Its important to us to get it right.

We are THE RETIREMENT EDUCATORS.

We’re here to help educate you about the basic concepts of financial management and retirement planning. We encourage you to take advantage of the website resources and visit us often.



And remember:

“Time is either your friend or your enemy when planning for your retirement. Make it your friend."  Contact us today!

-Founder,  Robert Cox, RICP©CFEI©,  NSSA©    “The Retirement Educator – Educate then Advise”

Helpful Content

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."