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Your Retirement Coaches

We provide personalized coaching by simplifying complex financial concerns and creating a game plan tailored to you 

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Our Professionals

Our holistic and hands on team approach makes our clients feel at home.

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Serving Individuals

We pride ourselves on being your financial quarterbacks.

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Serving Businesses

We strive to deliver high-impact service to organizations – innovative solutions, comprehensive consulting, and business value.

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Straight Talk on Retirement

Jeff and Erin are live and local every Saturday from 10:00-11:00 A.M (CST) on the Big 550 KTRS, answering some of the most confusing questions we face when dealing with retirement and finding the right medical coverage. They pride themselves on their no nonsense approach to educating listeners about retirement and welcome anyone to call in.

This dynamic duo brings a breath of fresh air to the radio waves by combining their years of experience in the financial and medical fields with a humorous father/daughter relationship that will keep you entertained and informed.

If you haven’t had a chance to catch an episode, the show airs on KTRS on Saturday mornings and features Jeff and Erin talking about all things retirement; including long-term care, life insurance, investment choices, risk management, tax efficiency, income taxes, individual healthcare options and Medicare options.

If you have questions regarding Social Security, income planning, insurance, or anything in between, tune into our program or reach out to our office to get your questions answered. 

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