Our Practice

Our firm specializes in helping individuals plan for retirement-  moving from the asset accumulation phase to the asset distribution phase.  We create a financial strategy to meet your monthly needs/wants so you can enjoy all the adventures life has to offer.  Our goal is to eliminate the stress of the unknown, so you can make your retirement decision confidently.

While working with you to develop a customized financial strategy, we will walk you through a step-by-step process to make you feel more comfortable with your decisions.  Once your goals have been established, we will customize appropriate strategies designed to suit your vision and objectives.  We then execute your financial strategy utilizing the following products and services:

  • Retirement Planning
  • Investment Strategies
  • Estate Planning
  • Insurance and Annuity Products

Meet Stephanie Hays