Welcome from Rick Alford, Founder/CEO

Our team of dedicated professionals specialize in assisting clients to prepare for retirement, insuring they are well informed of all options available.

Our team consists of:

  • Certified Retirement Planner
  • Estate Planner
  • Certified Public Account
  • Annuity / Life Insurance Specialist
  • Registered Investment Advisor
  • Medicare Insurance Specialist

Retirement planning is a fluid, ongoing process. Most people who get a written retirement plan, implement the plan put it in a drawer and never look at it again.

As changes occur in your life, as your goals change, as tax rates change, as economic environments and financial markets change, your written plan will become more and more obsolete.

Especially in today's economic environment where interest rates are on the rise and bonds are struggling, whatever investment plan you implement to meet your goals will need continual monitoring and periodic adjustments.

It is our commitment and desire to establish trust and a long lasting relationship with our clients. We take pride in knowing that our expertise and knowledge continue to benefit those preparing for retirement. It would be our privilege to serve you as well.

Financial Planning

  • Financial Planning: Managing returns on funds not needed for income.
  • Financial Planning: risk vs reward.

Retirement Planning

  • Retirement Planning: maximizing existing savings needed for income.
  • Retirement Planning: eliminates risk and provides guarantees