About Us

There were 76 Million people born between the years 1946 and 1964, the “Baby Boomer Generation”. Over an 18-year period from 2011-2029, this group will turn 65 years old. Looked at another way, that’s an average of almost four million people per year, or 11,000 people per day! On the other hand, 58% of these Baby Boomers plan to continue to work, or will be forced back into the work force due to financial pressure. Given the ever-changing landscape of retirement and income planning, and other insurance needs, our clients take comfort in knowing that we specialize and focus our efforts in helping them navigate through the complexities of planning for and living in retirement. With over 20 years of industry experience, we are prepared to address your retirement-related planning needs. You will have your questions answered, your fears put to rest, and your objectives and goals incorporated into any advice or recommendations you receive from our firm. All of this will be accomplished without the use of industry jargon, but instead with plain language and proven and effective strategies suitable to your individual situation.