your lakehouse retirement begins here:
A 3-step process to help you become your family's financial hero.
Investment Analysis
Retirement Recommendations
Structuring Finances to Spend Time with Family
YOU WANT A FINANCIAL PLAN THAT CREATES MORE TIME WITH FAMILY
We are the retirement planning guides that help make that happen.
We do our best work with those who are:
This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.
This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.
Family
Focused
Retirement investors who are focused on spending time with family & friends, preferably at the lake ;-)
Looking for a
Long-Term Relationship
We work with individuals and families looking to build long-term relationships with their advisor.
Value
Hiring Professionals
People who value hiring professionals and know their retirement & time with family are far too important to manage alone.
This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.
This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.
Family
Focused
Retirement investors who are focused on spending time with family & friends
Looking for a
Long-Term Relationship
We work with individuals and families looking to build long-term relationships with their advisor.
Value
Hiring Professionals
People who value hiring professionals and know their retirement & time with family are far too important to manage alone.
YOUR FREE ASSESSMENT Process
STEP #1
Schedule A Free Call To Start The Conversation
This is a quick chat that will give us both a chance to make sure we are the right fit for your retirement planning, wealth management, and financial advising needs.
STEP #2
The Goals Meeting
Like tackling any challenge, it's important to assess before we take action.
We use this 1-hour meeting to clarify your goals, values, concerns, and how you want to spend your time with family so we can help you achieve it.
STEP #3
Assessment Review Meeting
Once we have completed your retirement assessment, we will have another 1-hour meeting with you to discuss our findings and recommendations.
We will lay out in clear and easy-to-understand terms what you can do to improve your retirement plan, optimize your investments, and ensure you have enough for retirement, so you can focus on what's really important: Family.
Remember: It's About the Fit!
If the end of this process it's a fit, we move forward, and if not, we happily help you find an advisor that's the right fit for you. We are looking for long-term relationships that last generations, and we never want anyone to feel pressured to work with us.
STEP #1
Schedule A Free Call
A quick chat will give us both a chance to make sure we are the right fit for your retirement planning, wealth management, and financial advising needs.
STEP #2
The Goals Meeting
Like tackling any challenge, it's important to assess before we take action.
We use this 1-hour meeting to clarify your goals, values, concerns, and how you want to spend your time with family so we can help you achieve it.
STEP #3
Review Assessment
Once we have completed your retirement assessment, we will have another 1-hour meeting with you to discuss our findings and recommendations.
We will lay out in clear and easy-to-understand terms what you can do to improve your retirement plan, optimize your investments, and ensure you have enough for retirement, so you can focus on what's really important: Family.
It's About the Fit!
If the end of this process it's a fit, we move forward, and if not, we happily help you find an advisor that's the right fit for you. We are looking for long-term relationships that last generations, and we never want anyone to feel pressured to work with us.
