Make the Next Chapter
of Your Life the Best
Let Us Help You Realize Your Retirement Vision

Plan for Your Future

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First Visit

Retirement Vision

At this first meeting, we’ll address your goals and concerns and review your current financial strategy.

Second Visit

Blue-
printing

During your second meeting, we’ll review our analysis of your current accounts and share a rough draft of your recommended plan.

Third Visit

Ground-breaking

By your third visit, we’ll implement details of your retirement plan including income planning, investment planning and more.

Fourth Visit

Ribbon
Cutting

In this visit, we’ll reiterate the structure of your plan and expectations. We’ll establish a regular review process and implement advanced planning solutions.

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Instant Download

Do you have a tax-efficient retirement strategy?

Download this 12-page guide to learn more about potential tax strategies for retirement.
This guide will cover:

  • Why your taxes might not decrease in retirement
  • How “buckets” can help illustrate the impact of taxes on varying assets
  • What required minimum distributions could mean for your tax bracket

Seize the moment. Seize your retirement.

Derek & Jason front door

Derek Bostian, CFP®, Investment Adviser Representative | Jason Rindskopf, WMCP® Investment Adviser Representative

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