Retirement planning can be confusing.

We can help.


We help create retirement income strategies for people in or nearing retirement

so their retirement income lasts as long as they do.


3 easy steps:


Schedule a meeting to sit down with us and discover what your ideal retirement looks like.


Using the Alpha Plan, we’ll examine your current financial situation and determine your retirement needs.


Receive a custom strategy to help you reach your unique retirement goals.



Roadmap to Retirement

Are you facing any hurdles on the path to retirement? This 24-page guide identifies the potential roadblocks you may face in your retirement preparations and what you can do about them. You’ll learn:

  • 4 perils of the road you need to watch out for
  • Why you should take a new look at annuities
  • Alternative methods to create income without relying solely on a volatile stock market
  • How to define the retirement income you want vs. the income you need

Need More Info?
Attend a Live Event

Attend one of our informational events to learn more about retirement income strategies, wealth management and more ...

No upcoming events.

In the


Have you read Jeff’s books?

Retirement 20/20

The Skinny on How to Have a Fat Retirement

The Big Squeeze: How Baby Boomers Can Survive & Thrive in the New Retirement Frontier


Listen to retirement tips on the radio!

Get to Know
Our Team

It is our mission to help individuals and families achieve their ideal retirements.

Meet our founder

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Meet Our Founder


Services We Offer

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More

The Second Act

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.


The Next Step?


For more information about any of the products and services we provide, schedule a meeting today or register to attend an event.


Or give us a call at 440.519.0300