Meet Troy
“When Wall Street says one thing, what does that really mean to mom and pop Main Street?”
Combining professional dedication and personal commitment, Troy offers creative financial services in the context of a personal, caring relationship. A natural problem solver, he believes successful client relationships are built on communication, trust, personalized service and consistent results.
Fearless Retirement Process
Solve Your Retirement Puzzle
Just like starting a puzzle with corner pieces, Step 1 lays the foundation of your retirement plan. We’ll closely explore your retirement goals, fears and financial situation. This initial step helps us grasp the bigger picture, setting boundaries for crafting the rest of the plan.
Using the Fearless Retirement process, we’ll analyze your financial landscape and design a comprehensive strategy that outlines the boundaries of your retirement plan. By clearly defining these edges, we can help ensure your financial resources are structured to support your desired lifestyle throughout retirement.
From diversifying investments to establishing reliable income streams and safeguarding against inflation, we implement your Fearless Retirement plan. Each action taken during this phase is like placing another piece of the puzzle, gradually revealing the full picture of your secure retirement.
Retirement planning is not a “set it and forget it” process. As your life changes, so may your retirement needs and goals. In this ongoing phase, we regularly review your plan to ensure it remains aligned with your objectives and the changing economic landscape.
Instant Download
Your taxes will go down in retirement, right?
Not necessarily, and the last thing you want is to end up paying more than your fair share. We created this complimentary 8-page guide to help you better understand how taxes could affect your retirement income. Download today to discover:
The different types of retirement accounts
Why tax laws are ever-changing
Options for tax deductions in retirement
Our Promise to You
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. We utilize all of our resources to help you pursue your goals and we’re not afraid to challenge conventional wisdom in investing and preserving wealth. All of our energy, commitment and efforts are focused on you and your satisfaction.