Our Financial Guided Planning System:
See how our Four-Step Financial GPS works for you
Take our Portfolio Stress Test to determine if your current financial plan is on track to achieve your retirement goals.
Meet with our team to discuss your results and map out a strategy to steer you toward your goals.
Once you are satisfied that our strategy will help you achieve your financial goals, our team of professionals will put your plan into action!
We’ll continually review your goals and your strategy to determine if any changes are needed during your retirement journey.
Retirement Solutions with Bill Smith
and Robin Swoboda
Watch Bill Smith, host of the TV Talk Show, “Retirement Solutions” with Robin Swoboda every week on on News 5 and Fox 8.
Let’s Get Started
Our process begins with a comprehensive Portfolio Stress Test to identify the amount of risk, fees and loss exposure within your current portfolio. Fill out the form below to get started.
We’re proud to have been featured in these major media outlets: