Our mission is to be the go-to resource for all VRS employees looking for retirement advice. Which is why we offer free retirement workshops and free one-on-one consultations to VRS employees within 3 years of retirement.

We are CERTIFIED FINANCIAL PLANNER™ professionals who run a wealth management firm that concentrates on working with retiring VRS employees. Whether you attend a workshop or schedule a free one-on-one consultation, there is never any pressure or obligation to use our firm for wealth management/financial planning services.

We know there are people who want and need those services, and we are equipped to be able to help them. We also understand you may choose to do things on your own, or work with another professional. Whether you end up working with our firm or not, we still feel you deserve to be educated and make the best retirement decisions possible.