When life changes, the big decisions can feel overwhelming…

Our clients often come to us with questions like these:

  • How soon can I retire and still live my ideal lifestyle?
  • When should I start taking my social security?
  • How can I optimize my employee benefits before retiring?
  • How can I protect myself from a market crash or other emergency?
  • What are my healthcare and long term care options?
  • What are the best ways to keep my taxes to a minimum after retiring?
  • How do I ensure my loved ones are taken care of if something happens to me?

If you’re reading this, you’re looking for answers… and you came to the right place.

The journey into retirement often feels like stepping into the unknown. If you’re feeling overwhelmed, feel the pressure of time, or just have a strong desire to retire well…

You’re not alone.

With two designated advisors by your side, and a full support team at your disposal…

We help you design a rock solid roadmap for a Remarkable Retirement

Ready to have a chat to see if we can help you?

We’ll get to know each other and see if were a good fit in 30 minutes or less

Yes, let’s talk!

Meet Your Team

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    Jarrod Musick, CFP®

    CEO

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    Tim Doyle, CFP®, MBA

    Chief Investment Officer

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    Tiffany Charles

    Chief Growth Officer

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    Jennifer Krueger, CFP®, MBA, CRPC®

    Client Wealth Strategist

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    Megan Pecherek, CFP®

    Client Wealth Strategist

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    Adam Burch, CFP®

    Client Wealth Strategist

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    Tedi Hughes, CFP®

    Senior Client Wealth Coordinator

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    Alison Yoder, CFP®

    Client Wealth Coordinator

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    Adam Warren, CFP®️

    Senior Client Wealth Coordinator

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    Erin O’Neill

    Chief Compliance Officer & Client Operations

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    Mabel Pirner

    Chief Financial Officer

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    Renee Khandelwal

    Employee Experience & Tech Curator

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    Charissa Stober

    Executive Assistant

Want us to help build your roadmap to a Remarkable Retirement?

Click here to schedule a chat with us

We’ll get to know each other and see if were a good fit in 30 minutes or less