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We are an independent advisor. We work directly for you.

Who We Serve:

Current and former Electric Cooperative Employees

We serve both former and current electric cooperative employees as well as their immediate family members.

Retired or very close to retirement

We specialize in retirement planning thus we only work with people very close to retirement (5years or less) or already retired.

Hard-working savers

None our clients would consider themselves to be “rich”, but thanks years of hard work, saving and frugal living they have accumulated a retirement nest egg of at least $750,000.

Nice people

We will only work with nice people with whom we get along with well and share a mutual respect. This will be a 20-30 year or longer relationship. It's imperative that we like each other.

Those looking for a trusted advisor

People that understand the success of their retirement is too important to be doing it themselves and they understand the value of having expert guidance.

If this sounds like you, and you have saved at least $750,000 towards your retirement, we would love to speak with you.

Schedule your retirement consultation today.

The consultation is free and without obligation.