facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Are You Ready To Descend

Back Down the Mountain?

Mountain icon

We Can Help You Land Safely On Your Feet

Whether you’re just reaching the summit of your career or you’ve already retired and are making your descent "down the mountain," it’s important to know you can live safely and securely in retirement.

How do I know if I am a good fit?

We deliver the greatest value when we focus on comprehensive planning that requires our expertise.

Our typical clients are:

Green checkmarkAged 55+ with an income over $100,000Green checkmarkWith questions about 401(k) and/or pension
Green checkmark5-7 years away from retirement or lessGreen checkmarkReady to align investments with their goals, investment time horizon, and stage of life
Green checkmarkOver $500,000 of assetsGreen checkmarkPlanning for retirement income

We believe retirement should be a time for new found freedom.
-Lance Drucker, CLU, ChFC, CEO & President

Our Focus Is On Helping Individuals and Families Including:

Retirement icon - umbrella under the sun


Read More

Divorce icon - photo of couple torn in half


Read More

Widow icon - single woman


Read More

Sound Like You?

Here’s How We Can Help

Are You a Strong Woman Looking To Finally Get Your Finances In Order? 💪

Our founder Lance brings his insights on helping clients avoid B.L.S. (bag lady syndrome) in his book “How To Avoid Bag Lady Syndrome: A Strong Woman’s Guide To Financial Peace of Mind.”