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Planning for the Next Frontier

Retirement planning should start with a conversation, not equations.

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Plan Wisely. You Won't Get a Do-Over.

A successful retirement can often depend on a having a solid plan now.  If your money isn’t working as hard as you are, it may be time to act.  Now is the time to consider developing a strategy that can help you work toward your financial goal.  I specialize in providing comprehensive, objective financial guidance with the goal of maximizing every remaining moment of the retirement countdown. 

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Check out our video rotator below

our short videos are engaging and informative and will prompt you with questions to ask your advisor.


A Smart Approach to Planning

Our services range from financial planning to investment management.  We plan for life stages not phases.  No matter what, though, our focus is always you.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Riskalyze

We use Riskalyze to make sure that your portfolio represents your comfort level, not ours. Try it for free today.

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Whitepapers

Learn more about various financial topics.

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Inspirational Quotes


  • “To retire, clients need to mind their P’s: purpose, planning, progress and procrastination.”

    - Troy A. Gourde

    CRPC®, AWMA®

  • “Most people don’t plan to fail, they just fail to plan. ”

    - John L. Beckley

  • “There are only three things you can do if you’re not set for retirement: save more, spend less or delay the goal.”

    - Troy A. Gourde

    CRPC®, AWMA®

  • “Twenty years from now you will be more disappointed by the things you didn’t do than by the ones you did do. ”

    - Mark Twain

  • “Planning for retirement typically falls in three phases: the go-go years, the slow go years and the no go years. ”

    - Troy A. Gourde

    CRPC®, AWMA®

  • “Someone is sitting in the shade today because someone planted a tree a long time ago. ”

    - Warren Buffett


Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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