Enjoy Freedom Financially

Enjoy Freedom Financially

Retirement Planning Services Guiding Your Successful Financial Future

Ever Wonder if You’re Missing Anything in Retirement?

We have too much life to live to waste time wondering if …. ??​

Many retirees struggle with these same questions. You’re not alone and we are here to help. 

We Believe Retirement Can Be More!

Improper alignment of financial tools is the major source of missed opportunity, disappointment and regret. And you know what? It doesn’t have to be that way!

We are your guide to Retire Happily.

Services Offered by Retire Happily

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The SECURE Act ends the stretch IRA. All of those plans have to be reviewed and probably revised. Under the now “old rules” (before 2020), an individual designated beneficiary could extend post-death “stretch IRA” required minimum distributions over his lifetime. A young grandchild might have a 70-year payout period. 

But not anymore.

Our partnership with Versaille Capital allows for a wide variety of portfolio management from a simple mutual fund and ETF models to more complex dividend portfolios, stock, bond, cd and options strategies at your disposal.

Let’s face it, transitioning to retirement and navigating through the life changing (seen and unforeseen) events admittedly can be daunting. We believe you should be positioned to have more options as you age so you are able to adapt and adjust as needed. Helping you feel Financial Freedom in Retirement is our Claim to Fame!

More than a few of those referred to us have commented “Managing Wealth is harder for me than Creating Wealth”. Making wise short and long term choices with your investment portfolios is can literally be the difference between financial life and death. It is our privilege to Shepard the wealth you have labored to save and grow in the way you are most comfortable and meets your intentions.

Many retirees and financial professionals are not aware of the special tax allowances for after tax money in their company savings plan. We rollover your 401k with ease into a strategy that fits your needs and gives you the autonomy you deserve.

Annuities are a careful place for your retirement assets. Some seem to good to be true while others may seem horrific. If you have an annuity you have questions about or if you were told you should get some specific annuity, we can help you discern the pros and cons to give you the information to make the wise choice.

Having an updated and appropriate will, trust, power of attorney, and other estate planning documents will save you and your family a lot of potential hassle, contention and expenses.

Managing Risk is directly connected to feeling Financial Freedom in Retirement. Statistical analysis in great, but knowing your bottom line brings peace of mind.

Income taxes can be one of the largest expenses in retirement. Paying attention to and planning consistent ‘taxable income’ is the key to finding the most effective and efficient strategy.

Unfortunately, many of those we are referred to are unclear about exactly how some of their investments work, how they benefit them, and why they perform the way they do relative to market conditions and fees. We take time to investigate each investment vehicle you are using / considering and show you the pros and cons relative to your situation.

We often see extremes with those who are referred to us … Over-Insured, Under-Insured, or Neglected-Insured. Auditing older insurance you may have and evaluation of intent for use of one greatest tax advantage accounts the IRS allows. Also, in the coming of age of Living Benefits, Life Insurance can be the ‘too good to be true’ alternative to traditional Long Term Care.

Having cash options that always leave you feeling like you have more than enough flexibility to do the things you planned and ALL the little and big things that come up that you haven’t planned is prudent to feeling freedom in retirement and enjoying the fruits of your labor.

If you want to Retire Happily ever after, we can be your guide.

Ready for an office appointment? Schedule a meeting.


1. Contact

After clicking the button and filling out the contact form, one of our specialists will call you.

2. Understand

The next objective will be to understand your needs, then together, affirm that you are indeed financially “All Set.”

3. Opportunity

Finally, if needed, we highlight areas of missed opportunity based on your disposition and preferences.

No commitment or fee, just click the orange button to get the process started of serving you and we’ll be in touch very soon.

Ready for an office appointment? Schedule a meeting.

Introducing...The 5-Minute Retirement Makeover!

In just three short videos you will know where to look to know you’re doing retirement right and help you Avoid Regret!


“Yes, I want to know that I am ‘all set’.  I appreciate your insights.  They have given me answers to questions I would not have known to ask and may have been too embarrassed to do so.  I appreciate the story of the corporate finance executive with the pedigree of degrees who was forthright with you about the things he didn’t know.

Personal finance is so much different than corporate. We are grateful for your encouraging and empathic approach when discussing our past and current challenges.  My wife says it is nice to feel we have an advocate for our success in retirement.”  

Retired CFO, Fortune 100 Company

Welcome to the Future of Financial Advice

Financial service is an arena that has largely been known as a salesperson’s game and likened to a predator/prey convince/sell model featuring heavy relational dependence to retain. Today’s financial advisor is simply a facilitator. Imagine having all the technological benefits of the robo-advisor, the fiduciary wisdom of the Certified Financial Planner, in a format that facilitates mutual discovery and mutual understanding.

retire happily book

Coming Soon!

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Take the Investment Quiz

Take this quick 10-question investment quiz and test your knowledge on some of the basics.

How Does Estate Planning Protect Your Retirement Assets?

If there is no estate plan, there’s no clear path of who will do what when the time comes.

What is Retire Happily?

We believe today’s saver deserves much more! Improper alignment of financial tools with your needs and preferences is the major source of missed opportunity, disappointment and regret. And you know what? It doesn’t have to be that way!

Ready to Chat with a
Sharp Professional at Retire Happily

Coming Soon

Be one of the first to get your copy by pre-registering for the book.

retire happily book