Meet the professionals who can help you pursue your goals

We guide individuals and families toward their ideal retirements.

Experienced. Dedicated. Focused.

Our team puts you at the center of everything we do.

Brian Askins

Chief Executive Officer

Pat Schmidt

VP & Managing Partner

Roger Short

Chief Visionary Officer

Zach McElwain

VP & Managing Partner

Matt Smith

VP & Managing Partner

Chris Ball

VP & Managing Partner

Dallas Keithley

VP & Managing Partner

Thomas Graziano

VP & Managing Partner

Ty James

VP & Managing Partner

Flat Rate Fee

We believe advisor fees should not be assessed based on the size of your account but based on the services and value you are receiving during retirement.  Our Team charges an easy-to-understand flat fee based on the actual suite of services we provide.

Let's Talk

Take the First Step Today

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

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