Our firm specializes in helping individuals develop sound retirement strategies. Please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, and planning.

Our mission is to serve individuals and couples in all stages of life. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. Whether you are in the Accumulation phase of life, or the Distribution phase, there are key strategies for each step of the way.

Tax Free Retirement

Learn how to save for retirement in a way that will create Tax Free Income for you in retirement.   This type of account also allows you to grow your money risk free, and create a lifetime income stream.  

Debt Free Life

Is debt getting in the way?     

If you were Debt Free, would you be able to save more for retirement?   

Would your retirement be be easier if your house was paid off?    

Learn the Debt Elimination program that has been taught for years, used by millions, and allows you to be completely Debt Free, including your house, in about half the time as traditional methods.

Asset Protection

As you move from the Accumulation Phase of life to the Distribution Phase, it becomes extremely important to shift your focus to protecting what you have worked so hard for - while still enjoying growth.    Learn about the 3 categories of money, and why they are so important.

Lifetime Income

Learn about the 2 primary ways to set up Lifetime Income streams, and which ones are right for you.

College Funding

There are several ways to plan for funding a college education, but which one is the best?   Learn why the College Funding program we teach stands head and shoulders above the rest.

Long-Term Care Planning

  • Plans may be individual, or cover both spouses
  • Learn about single premium plans with no monthly payments
  • Lifetime benefit available if you qualify

Life Insurance

How much basic life insurance do you need?   And what about Term vs Permanent?  What are the pros and cons of each and which one is right for you?Learn about the basics of the 4 primary types of life insurance

  • Term
  • Whole
  • Guaranteed Universal
  • Indexed Universal

Investment Management

  • We create customized Investment Strategies to fit your objectives
  • Risk Appropriate Investing - Do you want to be aggressive in your investments, or a little more conservative?
  • Ongoing Evaluation - Each year we will review our progress and keep your plan on target
  • We offer a vast array of investment options available through Brookstone Capital Management

Know Your Risk Number
Higher returns usually means taking on greater risk and higher volatility. Are you comfortable taking on more risk for the potential of higher returns?
Or are you more conservative, and prefer to minimize or eliminate potential risks in favor of more conservative investments?

Click the button below to find out your Risk Score.

What's Your Risk Number?

Retirement Planning

  • In Step 1, we will meet to learn about you. Tell us about your goals. What are your current assets and holdings? How well are you positioned and balanced for the years ahead?  What will your income needs be?
  • In Step 2, we will meet again to review your current position, make recommendations, and provide a comprehensive solution to ensure that you are properly positioned for retirement. Asset Protection, Growth, Liquidity, and Long-Term Care planning are all extremely important considerations, and the proper balance is at the heart of every retirement plan.
  • In Step 3, we meet again to deliver your documents to you, and review everything we have put in place.
  • You are now ready to enjoy your retirement years Worry Free, knowing you are properly balanced, and have a clear game plan in place.
  • We will check in every 6 months to a year to monitor your progress and/or adjust as needed.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 614-963-8211