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Services for All Phases of Your Life

Our firm specializes in helping people develop sound life planning strategies, which includes financial planning, estate planning, wealth management, retirement planning, Medicare, and more. 

With our personalized, hands-on service, we educate our clients about financial concepts and products to take the mystery out of investing, income strategies, risk management, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today. We know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Complimentary Consultation

Complimentary Consultation

Our first initial consultation is complimentary to discuss the scope of your situation and to determine if we are a good fit for each other.

We also offer complimentary Second Opinion consultations. Do you know if your current plan is on track for your financial success? We are happy to offer our Stress Test service.

We also provide the following in support of our core services:

Planning for Your Retirement

Planning for Your Retirement

We create strategies focused on what's most important to you.

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Social Security

Social Security

Do you know the impact of your choices?  Let us show you what a difference choices make on your retirement income.

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Medicare

Medicare

There are numerous ways to supplement your Medicare insurance coverage.  We offer Medicare plans.  We can help.

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Comprehensive Financial Plans

Comprehensive Financial Plans

A comprehensive financial plan will show the likelihood of running out of money... and so much more!  It brings your financial picture to life.

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Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
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18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
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For more information about our firm and the services we offer, send us a quick email or call our office. We would welcome the opportunity to speak with you.

darlene.shipe@lpl.com | (405) 906-3610

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