FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Retirement Planning


Retirement planning has become so important in recent years for several reasons. Uncertainties about Social Security and Medicare, disappearing pensions, increasing life expectancies, and high volatility in the stock market have left many of us just shaking our heads. People are more unsure today about their retirements than they have ever been in recent history. We want to develop a collaborative approach to help our clients understand what risks they may face in retirement and recommend ways to help them manage those risks so they can focus on the more enjoyable things in life, like living.