Terrible Salesman.
Pretty Good Advisor.


Just Facts, Not Fluff.

Get Started in 3 Easy Steps:

  • 1

    DISCOVER


    Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

  • 2

    EVALUATE


    We follow a specific process to examine your current financial situation and determine your retirement needs.

  • 3

    PLAN


    Receive a custom strategy to help you reach your unique retirement goals.

money-last

INSTANT DOWNLOAD

Will Your Money Last as Long as You Do?

Check out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement:

  • Living longer in retirement, including how to potentially minimize taxes
  • Higher health care expenses, such as managing increased prescription-drug costs
  • Long-term care, including a strategy to address in-home caregiving expenses

Need more info?

Attend a live workshop


Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more.

Next Event:

Check back later for upcoming events.

 DISCOVER

Let’s Get Started


Fill out the form below to schedule your one-on-one meeting with Weldon. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

Schedule a Meeting