Retire with More
Than Just MoneyTM
We’re here to help you build a life, not just a nest egg.
OUR MISSION is to transform the lives of our clients, our team and our community.
WHO WE ARE
Values-driven. Family-focused.
When I help people, I feel like I’m helping my grandmother, Marcella, who found herself unprepared to handle her own finances when my grandfather unexpectedly passed. I can’t begin to imagine how difficult that must have been for someone who had never before touched the house checkbook, which is why I work tirelessly to help ease the hardship of finance management as people approach retirement.”
— Jason LaBarge, President & Financial Advisor
HOW WE HELP
Money isn’t the only thing that determines a happy retirement. Our More Than Just Money Planning Process was designed to help you enjoy a retirement that’s truly holistic in wealth, mind and spirit.
Make the Most of
Social Security
Although Social Security isn't designed to cover all of your income needs, it's an important part of the retirement puzzle. In this 16-page guide, you'll learn:
Ways to optimize Social Security for your situation
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Why timing is so important when it comes to your benefits
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Ways to supplement your Social Security income
GET IN TOUCH
Set up your complimentary consultation today and take the first step toward a retirement rich with financial confidence and fulfilling memories.
Wondering what's next when you're done
Working?
Click the button below for your free chapter of our book. It's full of insights on timely topics that could impact your finances in retirement, including:
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What you can do to account for longer lifespans
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Why you should prepare now for possible future tax and inflation increases
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Potential risks that could pose problems for your retirement nest egg
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How to make the most of the savings, investments, and 401(k) you've contributed to all these years
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Ways to leave as much money as possible for your beneficiaries