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. That’s an average of almost 4 million people per year or around 11,000 people per day! Nearly 58% of these Baby Boomers plan to continue to work or will be forced back into the workforce due to financial pressure. Given the ever-changing landscape of retirement, 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. We use proven and effective strategies easily tailored for each individual situation, and our straightforward approach and plain language to make it easy to understand our process every step of the way.