Live Well. Plan Well. Invest Well.

Retire well

with Jim Hanna


Instant Download Will a Recession Rob Your Retirement?

This complimentary guide walks you through four things to check now to help ensure you and your family are supported — even if the economy takes a dip.

What you'll learn:

  • 5 sources of income (aside from Social Security) to factor into your retirement equation

  • A simple calculation to determine whether you’ve saved enough to retire

  • Alternative methods to create income without relying on the volatile stock market


Our mission is to provide families and businesses with financial clarity, customized strategies and solutions to not just help you retire, but to improve the quality of your life.

Need more info?


Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more.

Upcoming Events:

There are currently no scheduled seminars. Please check back soon.

We help create retirement income strategies for people in or nearing retirement, designed to give them confidence in their financial future.

Find out more


download a copy of our book:

Your Path to


A step by step guide to setting goals, making a plan and feeling good about your future.