What we do: For Financial Services Firms

Financial Services Firms

Differentiate yourself in the ever-more-competitive marketplace by integrating life planning with financial planning.

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What we do: For Companies


Increase the engagement of your most experienced employees and help them end their careers on a high.

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What we do: Preparing for Retirement

Preparing For Retirement

Take the steps to better understand what lies ahead and plan for a full and fulfilling life in retirement.

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What we do: Current Retirees

Current Retirees

Take the steps to plan for the rest of your life being the best of your life.

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"Your Retirement Quest" Book Cover

We can’t thank you enough for the workshop. It exceeded our high expectations in all areas, and we look forward to organizing another event with you and our clients.

M. Patrick Richter

Managing Partner and Senior Wealth Advisor, RiverPoint Capital Management

I recommend this book to anyone planning for retirement or looking for ways to enhance their current retirement lifestyle. As their chapter says, ‘It’s Not All about the Money.’

Dan Kiley

President, Retirement Corporation of America

…a road map, with very practical advice, for a rewarding and productive retirement…

Dr. Alan Halpern

Orthopedic Surgeon

Your Retirement Quest puts financial security in its proper perspective, important, but not the only key to happiness.

Jane Brauer, PhD

Senior Quantitative Strategist, Bank of America Merrill Lynch Securities

This book demystifies the obstacles that stand in the way of a fulfilling retirement.

Tom Bloch

Former CEO, H&R Block

…good, valuable information that has significant implications for many folks.

Tim Johnson

Founder, Johnson Investment Counsel