Welcome!

               Jim Phelan                              Lee Mathie     

Our vision of a successful retirement is one in which your resources are protected from risk and potentially produce a lifetime of predictable and reliable income while keeping your assets flexible for changing needs.  That seems pretty simple, or is it?

We have good news for you.  Making your retirement successful can be simpler than you may think.  With over 15 years experience in this specific area, we have accumulated great professional knowledge and insight.  We will lead you through the uncertain financial world of today toward a retirement experience that matches your individual goals.  That is our mission. We have many tools and strategies that we know how to apply to your individual situation, based on your resources, needs and personal preferences.

If this approach is what you have been looking for, we personally invite you in to our office (appointment only please) or to join us at one of our monthly retirement workshops (see Retirement Workshops link to the right).  Here we will share with you why we do what we do and the efficient process we have developed to help you accomplish your retirement goals.

Remember, HOPE is NOT a strategy.  You can be in control of your future. 

Contact us today!