Only a small percentage of women are “very confident” that they will be able to retire with a comfortable lifestyle.

Source: Transamerica Center for Retirement Studies®, November 2023

"Shari has always provided the best strategies for my retirement growth. She has helped me negotiate the market in good times and bad . I have recommended Shari to family, friends and clients. She is wonderful to work with."

This statement was provided 05/12/23 by Melissa Reimer who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

We help you start planning well ahead of your retirement, then adjust your portfolio for the next chapter of your life

We provide advice and education on social security, IRA rollovers, long-term care planning, and other complex financial aspects.

Our philosophy is to preserve wealth while creating a steady income stream for years to come

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