OUR CLIENTS

We specialize in preparing you for a retirement, or work optional, lifestyle and keeping you comfortably retired with a lifetime income plan.

Our Clients come from different walks of life, various parts of the country and technology allows us to connect from just about anywhere. Together, we are focused on building lifelong relationships built on trust and communication. While many roads lead to financial freedom, the accumulation of sound decisions over a long period of time and a burning desire to live life to the fullest are the common threads.

Working Together

While every Client's needs are unique, we address the seven main areas of financial planning and investment management.

Discover and Clarify Visions, Goals, Dreams and Objectives

05

01

FINANCIAL POSITIONING AND DEBT MANAGEMENT

ESTATE PLANNING AND TRUST SERVICES

02

06

RETIREMENT AND INCOME PLANNING

03

INVESTMENTS AND WEALTH ACCUMULATION STRATEGIES

07

TAX PLANNING

RISK MANAGEMENT AND INSURANCE

04

Discover and Clarify Visions, Goals, Dreams and Objectives

We’ll help you get crystal clear and formalize what’s most important in your life so you can spend more time having fun with your family, friends and favorite activities. 

01

Financial Positioning and Debt Management

We’ll help you keep more of the money you earn by creating a budget, paying off debt, providing guidelines to spend wisely and answering financial questions you don’t know to ask.

02

Risk Management and Insurance

We’ll help you create a sufficient Emergency Fund and a plan to protect what’s most important in your life so you can rest and relax.

03

Investments and Wealth Accumulation Strategies

We’ll help you maximize your results and quality of life by organizing, diversifying and proactively managing your investments such as your stocks, bonds, mutual funds, annuities, real estate, business interests and children’s or grandchildren’s college account.

04

Tax Planning

We’ll help you and work with your accountant to minimize your taxes so you only pay your fair share and have no surprises at tax time.

05

Retirement and
Income Planning

We’ll help you open retirement accounts and design an income plan so you feel comfortable and confident pursuing a work optional or retirement lifestyle and enjoy those comforts for the rest of your life.

06

Estate Planning and
Trust Services

We’ll help you create a plan to age with independence, dignity and leave a legacy to your family and favorite charities.

07

01

We’ll help you get crystal clear and formalize what’s most important in your life so you can spend more time having fun with your family, friends and favorite activities. 

Discover and Clarify Visions, Goals, Dreams and Objectives

02

We’ll help you keep more of the money you earn by creating a budget, paying off debt, providing guidelines to spend wisely and answering financial questions you don’t know to ask.

Financial Positioning +
Debt Management 

03

We’ll help you create a sufficient Emergency Fund and a plan to protect what’s most important in your life so you can rest and relax.

Risk Management +
Insurance

04

We’ll help you maximize your results and quality of life by organizing, diversifying and proactively managing your investments such as your stocks, bonds, mutual funds, annuities, real estate, business interests and children’s or grandchildren’s college account.

Investments + Wealth
Accumulation Strategies

05

We’ll help you open retirement accounts and design an income plan so you feel comfortable and confident pursuing a work optional or retirement lifestyle and enjoy those comforts for the rest of your life.

Retirement +
Income Planning

06

We’ll help you and work with your accountant to minimize your taxes, so you only pay your share and have no surprises at tax time.

Tax
Planning

07

We’ll help you create a plan to age with independence, dignity and leave a legacy to your family and favorite charities.

Estate Planning +
Trust Services

the pineapple post blog

Client
login

videos

WELLNESS
+ 
lIFESTYLE