Today’s retirement is different.
It’s not the final chapter in the book of life but rather the beginning... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.
Get Started In
3 Easy Steps
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Discover
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
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Evaluate
Using our No Cost, No Obligation Five Step Retirement Review, we’ll examine your current financial situation and determine your retirement needs.
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Plan
Receive a Custom-Built Retirement Plan to help you reach your unique retirement goals.

Do you have a tax-efficient retirement strategy?
Download this 12-page guide to learn more about potential tax strategies for retirement. This guide will cover:
- Why your taxes might not decrease in retirement
- How ""buckets"" can help illustrate the impact of taxes on varying assets
- What required minimum distributions could mean for your tax bracket

Save Your Retirementwith pat strubbe
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“Our goal is to help you manage your finances so you can pursue your goals.”
Patrick Strubbe, ChFC®, CLU®, RFC® | Founder

