About Us

About us

Who We Serve

Our goal is to build life-long relationships with our clients and their families.  Whether you’re already retired or are contemplating retirement, our team is here to give you the confidence you deserve to retire well.

Pre-Retirees

Retirees

Families

Your Personalized Plan

Plan Your Future With Confidence

Goals and Concerns

Every financial decision you make begins with what’s most important to you and should be tailored to your specific goals in retirement.

Income Planning

A retirement income plan should provide detailed guidance about what sources to draw funds from and the timing of those distributions. It should also seek to be as tax-efficient as possible.

Investment Managment

Your portfolio should reflect your goals, tolerance for risk, and balance your desire and need for growth. In retirement, the focus should be on preserving assets while generating stable income for life.

Tax Planning

It’s likely that the biggest expense anyone will have in retirement will be taxes. An integrated retirement income plan should help to minimize your lifetime tax bill.

Healthcare & Insurance

Safeguarding you and your family from life’s unexpected events is critical to your plan’s success.

Legacy Planning

Your legacy is not only assets you plan to leave to the next generation, it is the culmination of your financial planning decisions and the impact they will have for years to come.

We build custom, comprehensive retirement income plans, so you can live your retirement boldly.

Our process will help you to be able to answer questions such as:

1. Do I have a detailed, written, easy-to-understand retirement income plan?

2. Does every dollar in my plan have a purpose and a time horizon?

3. When can I retire?

4. How do I optimize my & my partner’s Social Security benefits?

5. How much income do I need in retirement and will I/we have enough?

6. Can my plan survive a major market correction?

7. Is my retirement plan built for life-long tax efficiency?

8. Have I/we determined what our plan would look like if one of us died prematurely?

9. Do I/we need Long-Term Care insurance or can we self-insure?

10. Have I/we created an estate plan to efficiently distribute our assets when we pass?

Founder & CEO

Jim Connell

Certified Financial Fiduciary

Jim has nearly 10 years experience in planning and executing detailed Retirement Income plans for clients. He is a Certified Financial Fiduciary, meaning he’s completed a rigorous certification and training  process by the NACFF (National Association of Certified Financial Fiduciaries).

A graduate of Miami University, Jim has been married to his wife, Julie, for over 30 years and they have 4 wonderful children.  They currently reside in West Chester and Jim is active in the community, including serving on the Board for Mount Notre Dame High School, and its Investment Committee.

What he appreciates most about his role is the ability to help people navigate through what can be a very challenging and confusing time in their lives. He enjoys helping people understand and evaluate the potential pitfalls of retirement planning and then constructing a plan to navigate safely through them.