Dream it, Plan it, Live it

Retirement planning the right way

Take the First Step Today

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, The RIGHT Planning Method 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.

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On the Radio

Listen to Financial Confidence with Dennis Kagel on WJBC Sundays at 7 a.m.

Check Out Our Full Suite of Services

We’re independent, so we can help you develop your custom retirement income 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

Annuities

Asset Protection Strategies

Life Insurance

Tax-Efficient Strategies

IRA Legacy Planning

Take the First Step Today

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.

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