Retire Knowing

You won't outlive your money, your long-term care (convalescent) needs are covered, you are in the absolute best Medicare plan for you, your investments are protected from market downturns, you don't pay a dime more in taxes than absolutely required, and your legacy is a gift left for those you love.

Jessie-Jo Knows Retirement


Jessie-Jo spends her days (and often evenings) helping people build strategic retirement plans. She’s passionate about thinking about your whole life — financial, emotional and spiritual — and then looking for risks and opportunities in your financial strategy.

“I want to be able to lay my head down on the pillow at the end of the day and know that I've done the best I can do for anyone I worked with,” she says.

You deserve to retire knowing you have the strategy you need. Give us a call today. 

“I want people to know I’m there for them. First and foremost, I’m there to serve.”

Get to Know the Retirement You Need

Dream It

Schedule a meeting, where you’ll share your goals and dreams, so we fully understand your vision for retirement.

Plan It

With your goals in mind, our process will help translate your retirement dreams into clear action steps.

Live It

While you enjoy retirement, we’ll monitor regularly to help ensure your plan stays on track for as long as you live.

Our Services

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.


    Retirement Income Strategies




    Asset Preservation Strategies


    Life Insurance


    Tax-Efficient Strategies


    IRA/401(k) Rollovers


Instant Download

Will Your Money Last as Long as You Do?

Check out this 8-page guide to see why a retirement income analysis is important for your retirement.


    Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.


    Read how much the average person spends on health care today. (You might be surprised at the number!)


    Make sure you’re asking the right questions about retirement: How do I make my money last? How could a long-term care strategy help my family’s long-term medical needs?

Start Planning Your Next Adventure

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.