We coach both retirees and those approaching retirement, with a focus on helping them preserve and grow their retirement assets.

Our practice emphasizes educating our clients on how to better protect and preserve their assets from various threats retirees may face.

Our clients have added peace of mind knowing their affairs are in order, and we have implemented strategies to address probate, health care risk, unsuitable stock market risks, unnecessary taxes, and longevity risk.

Color of Money Risk Analysis

Have you ever wanted a roadmap for your financial future? Our Color of Money Risk Analysis is an assessment of your current financial state to help give you a picture of your overall risk so that you can create a roadmap to prepare for the future.

Retirement Planning Playbook

Your Retirement Planning Playbook
by Joe Hamel

REQUEST YOUR COMPLIMENTARY CHAPTER TODAY!

How many tennis players, how many golfers, how many track athletes do you see that don’t have a coach leading them? What about team sports? How many NFL, NBA or MLB teams, don’t have a coach? Zero. We are talking about the best athletes in the world, the cream of the crop, yet they still have someone who leads them through their career.

The same holds true in retirement planning. No matter how successful you are, how well you’ve done, how much you’ve planned, your retirement coach can help lead you, direct you, and coach you to a victorious retirement.

Author Joe Hamel presents a 15-chapter playbook to help craft a successful retirement! Get your complimentary chapter by filling out the following form.

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The Financial Playbook
with Retirement Coach Joe Hamel

LISTEN EVERY SUNDAY MORNING AT 8:30 AM ON WMJI 105.7 FM and 10:00 AM ON WHLO 640 AM

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Investment management

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