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Strategies for financial independence

It’s never too late to take the first step or get a second opinion. If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

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Travis Shepherd

How To Be A Smarter Investor Through The Ups And Downs Of The Market

While highs can go higher, the market moves in cycles; eventually, what goes up will go down.


Travis Shepherd

The 5 Fundamentals Of Retirement Planning

Having a clear intent in retirement planning will allow you to work better with the team you select to craft and execute your retirement plan.



David and Travis discuss how generating income is crucial to having a successful retirement.

David and Travis break down how we can build a bullet-proof retirement.

A big loss near retirement can drastically change your retirement.

Once we retire, we no longer receive that paycheck we’ve counted on for decades. David and Travis discuss ways to create your own paycheck in retirement.



David and Travis discuss how you can protect your money while also potentially growing it.

Running out of money is one of the top-ranking fears for retirees. David and Travis break down why it happens and how you can avoid that nightmare!

One of the most overlooked parts of a retirement plan is taxes. David and Travis break down why a solid tax strategy can be huge for your retirement!

Retirement can be confusing. David and Travis discuss ways to make sure you’re on the right track for a successful retirement.