Our firm goes beyond traditional financial planning by forward focusing our client’s unique goals. By understanding our client’s goals and dreams first, we eliminate jargon, sales presentations, and analytics. This allows us to build a personal connection to you and your needs.

It Starts with You.

Our process begins with getting to know you, your goals and your business. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your business connections change, we'll adjust your plan so it better aligns with your new path. 

We believe a detailed retirement planning process can be one of the most effective ways to create stable retirement outcomes. An effective plan may not only provide financial security throughout your retirement, it can reduce the damage disability, critical illness, or other sudden losses of wealth may have.


So what are the steps?


1. Introductory Meeting

In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.


2. Exploration & Preliminary Planning

After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your retirement goals, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.


3. Detailed Planning

Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your retirement goals. This plan will address the areas that are most important to you, and outline the steps needed to adequately fund your retirement.


4. Ongoing Support & Advice

Life is constantly changing, and your retirement objectives will too. We'll be here to adapt your retirement plan so it transitions along with you.

Who We Serve



Who We Serve | Wealth Planning | Safeguard Financial Services


Who We Serve | Wealth Planning | Safeguard Financial Services

Business Owners

Contact us today to see how a financially sound plan may bring you closer to your goals.