Broker Check

Retiring With Purpose

Retiring with purpose is something we strive for with each of our clients. Check out some of the stories below of clients of ours who have found out what this means for them! 

The Millers

Paul and Diana are the type of people you meet and instantly feel the compassion they have for others. Their mission and focus on the spiritual influence they have on others is a direct result of intentional legacy planning. Their impact is being felt all over the country and will continue far beyond their years. In addition, their joy, energy and love for adventure is simply contagious. 

Video: Meet the Millers

Ann Ford

Filling your retirement years in a way that provides meaning and purpose to you is the recipe for a successful, happy retirement. We want that for each of our clients. Ann Ford is a close friend and client of ours. We thought her intentionality, focus, determination, vision, goals and hard work was something that had to be shared. 

Video: Meet Ann

Mike and Barb

Mike and Barb's retirement story is inspiring because it is very achievable! The path they took towards retirement might look like most of ours, except they were willing to set aside luxury vacations and lavish spending for a dream retirement that started early! The way they are spending these years focused on health, wellness, and following their passions and interests will resonate. 

Video: Meet Mike and Barb

Actual performance and results will vary. These client stories do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted regarding your specific situation.