Check the background of this firm on

Our Process

Planning for financial independence,
no matter your life stage.

  • Your income need for financial independence
  • Your ideas about how you will spend your time
  • Any areas where special attention is needed
  • Understanding the challenges of retirement
  • Learning the proven methods for addressing them
  • Delivering our collective experience
  • Creating your plan: “On Paper, On Purpose”
  • Addressing the “Three Big Risks”
    • Outliving your money
    • The rising cost of living
    • Volatile markets
  • Optimize Social Security
  • Recommend “Ready to Retire” Investments
  • Search the options for healthcare
  • Help create your family legacy plan
  • Summarizing everything in plain language
  • Implementation
  • Begin drawing income on your schedule
  • Tax withholding
  • Avoiding the 50% retirement penalty of RMDs
  • Annual check-ins
  • Tracking your progress
  • Managing your strategy

Depending on where you are on your financial journey, the next step toward financial independence will look a little different.

Planning from Every Angle

Click a category to expand
  • Cash Flow Analysis
  • Budgeting Strategies
  • Debt Reduction Planning
  • Large Expense Planning
  • Emergency Fund Analysis
  • Dollar Cost Averaging
  • Mortgage Review
  • Portfolio Review
  • Asset Allocation
  • Stock Concentration
  • Review Investments Held
    Outside Firm
  • Time Horizon Planning
  • Investment Policy Statement
  • Account Transfers
  • Online Account Access
  • Accumulation Strategies
  • Withdrawal Strategies
  • Plan Implementation
  • Retirement Goal Setting
  • IRA Contributions and Conversions
  • Business Planning
  • ESOP Analysis
  • Corporate Benefits Review
  • Employer-Sponsored
    Retirement Plans
  • Self-Employed Retirement Plans
  • RMDs and Withdrawal Strategies
  • Retirement Plan Transfers / Rollovers
  • Social Security Planning
  • Qualified Charitable Distributions
  • Existing Policy Review
  • Life Insurance Analysis
  • Long-Term Care Analysis
  • Beneficiary Review
  • Estate Plan Coordination
  • Income Gap Analysis
  • Plan Implementation
  • Medicare Planning
  • Medicare Implementation
  • Claims Process Assistance
  • Gifting
  • Education Planning
  • Roth IRAs for Children
  • Family Financial Education
  • Document Archiving
  • Caring for Elderly
  • Posthumous Wealth Transfer
  • Cost Basis Review
  • Realized Gains Review
  • Tax Withholding Analysis
  • Roth Conversion Analysis
  • Tax Loss Harvesting
  • Carry Forward Losses
  • Health Savings Account Review
  • Flexible Spending Account Review
  • Forward-Looking Tax Planning

Dedicated Retirement Teams

You’ve probably heard it said, teamwork makes the dream work. When a team of people come together using their strengths to achieve a common purpose, the outcome often feels like nothing short of magic. This couldn’t be truer for us when it comes to the financial planning we do for our clients. Everything each member of your dedicated retirement team does always points back to the financial plan and making it truly as unique as the client for whom it was designed and built. And when life happens, any person on your dedicated retirement team can help get you the answers you need.



From Elusive to Enlightened
Financial matters can be complex, but they don’t have to be. When people understand their money, their God-given financial purpose becomes more achievable.


Your Guidebook Matters
An investment isn’t a plan but rather a vehicle used to arrive at a destination. Using your clearly defined retirement goals, we create a personalized financial plan that serves as the roadmap for your journey.


Aligned with Purpose
Your dedicated retirement team is a coalition of unique strengths and talents that is used for an intended outcome – to help you move forward financially.

Economic Outlook 2024

A Path through the forest

In unstable financial terrain, John and Scott are bringing clarity about market trends for 2024 and more importantly what it means to you! 

Join us for this exclusive GenWealth Academy webinar