Are you retirement ready?

We help families create solid financial strategies to help them reach their goals.


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



Using our Retirement Blueprint Process, we’ll examine your current financial situation and determine your retirement needs.



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


Get Started in 3 Easy Steps

Jeff Cherry

Listen to Jeff on the radio!


Attend a live event

Attend an Event!

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

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Check back later for upcoming events.


Instant Download

Do you have a tax-efficient retirement strategy?

Download this 12-page guide to learn more about potential tax strategies for retirement. This guide will cover:

  • Why your taxes might not decrease in retirement
  • How "buckets" can help illustrate the impact of taxes on varying assets
  • What required minimum distributions could mean for your tax bracket

Contact us today: (850) 243-7799

Ready to find out more?

Drop us a line today for a free quote!

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Today's retirement is different.

It’s not the final chapter in the book of life but rather the beginning... a second act. Use the form below to schedule your one-on-one meeting with us.

Schedule a Meeting