Meet Your Guide
Shawn Hogan
Owner | Partner
Our Promise
We help every family we meet, always acting in our clients’ best interests. Because our clients rely on our expertise for simplification and clarification, we are obsessed with precision and accuracy — thriving on detail while still keeping things simple.
Our Purpose
For our clients: Offering service and support that allows our clients to enjoy a comfortable, sustainable retirement.
For our employees: Ensuring our team members achieve their full potential by helping them to focus on what they do best every day.
Instant Download
Inflation and Your Retirement: Are You Prepared For Rising Costs?
Have you considered inflation’s impact on your retirement?
Prices are increasing on everything from groceries to health care. Download this guide to learn more about the most common questions on inflation, including:
- What causes inflation?
- Is my retirement at risk?
- Why is the rate of inflation rising?
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issue insurance carrier. Annuities are not bank or FDIC-insured.
Check Out Our
Full Suite of Services
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
Retirement Income Strategies
Health Care Review
and Planning
Long-Term Care
Solutions
Tax Planning
Portfolio Design
Estate Planning
Philanthropic Planning
Finish Well.
Create Your Race Packet.
The goal of a race is to finish well. The goal of retirement, too, is to finish well. Your way.
From our full suite of services, we create a race packet unique to you, filling it with the tools and strategies needed to help get you from here to your financial goals. From start to finish.
Our Fee Structure
Full transparency. It’s what we offer. You’ll know your exact fees and internal costs. Click on the “How We Help” button below to learn more about our custom race packet process and our flat-free approach.
All investments are subject to risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Three Easy Steps
Dream It
Schedule a meeting, where you’ll share your goals and dreams, so we fully understand your vision for retirement.
Plan It
With your goals in mind, our process will help translate your retirement dreams into clear action steps.
Live It
While you enjoy retirement, we’ll monitor regularly to help ensure your plan stays on track for as long as you live.