LIVING YOUR BEST LIFE IN RETIREMENT
A well designed plan based on your dreams and goals will get you there!
Featured Services
Planning for Retirement
It is never too late or too early to get a solid plan in place. Whether you are in your 40’s, 50’s, 60’s, 70’s, or even 80’s, there is something you can do to have a plan to give you the peace of mind in knowing you have a plan for your retirement. You can live your best life doing what you want to do, and we will help you formulate a strategy to make that happen.
Financial Planning/ Money Management
We use a specialized, signature process to create a holistic plan using proprietary processes and portfolios based on proven results.
Income Planning Strategies
We use custom, tailored investment strategies geared toward creating lifetime, guaranteed cashflow so you don’t ever have to worry about running out of money in your retirement years.
Featured Services
People Matter
No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.
Insurance Reviews
Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.
Income Strategies
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.
ABOUT US
In 2004 Marci and her husband Duncan moved to Deland, Florida, where she started a successful career as an Investment Advisor Representative and Licensed Insurance Agent. Her skill, experience, and knowledge have been invaluable over the years to help retirees put together their “Retirement Puzzle.” Marci has helped thousands of people to navigate through the daunting process of retirement: how to plan for positive and stable cash flow and growth when in retirement, how to pick the right Medicare plan, putting strategies in place to prevent assets from being drained in a nursing home situation, how to leave money to the kids and not the government, and how to keep investments safe from a stock market downturn...yet still reaping the benefits of the stock market without the loss. As a retirement educator, Marci offers private consultations for clients, helping them with new fresh ways to invest their retirement savings.
As a retirement educator, Marci offers private consultations for clients, helping them with new fresh ways to invest their retirement savings. A "unique client experience" is what clients have reported as they enjoy successful strategies that allow for the peace of mind in retirement instead of the worries that come with lack of a good, solid plan.
As a retirement educator, Marci offers private consultations for clients, helping them with new fresh ways to invest their retirement savings. A "unique client experience" is what clients have reported as they enjoy successful strategies that allow for the peace of mind in retirement instead of the worries that come with lack of a good, solid plan.
FREE REPORT:
Addressing the 10 Most Common Financial Worries Keeping You Up At Night
- Running Out of Money: We all think of this every day.
- Healthcare Costs ARE ALWAYS RISING...there is no stopping this, unless you are prepared...
- Market Volatility is making our financial stability harder to accomplish...
- Social Security, Lifestyle protection, Minimizing Taxes and much More!
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
