CALL

LOCATE

The Next Adventure

Older woman looking through binoculars

You’ve prepared for this journey, now live it!

Your next adventure – a new career, more learning, more travels, more giving…more possibilities.

I’m not retired, I’m ‘re-purposed’ I was told one day and, true enough, it seems that most retirees are busier than they ever were when they were ‘working’ and wonder how they managed to get everything done in a day. Planning doesn’t stop when you hit that magic number (whether it’s 55, 65 or 75). We’re here to continue to help you clarify your vision of what you need and how you’re going to achieve it. Are there any roadblocks to navigate around or tradeoffs to be considered and if so what compromises may need to be made to ensure a successful outcome? Your financial plan is dynamic; helping you move in the direction you want to go is our primary goal, we have the tools and resources to help.