About In The Money Retirement Planning

We have attained the Certified Financial Planner® Designation.

This designation is the most encompassing designation for financial advisors. Less than 20% of all financial advisors carry this designation. With this designation, we have the responsibility to be a fiduciary and ensure all areas of a client's plan are aligned with their goals. This includes taxes, insurance, estate planning, debt management, business consulting, budget management, and investment management.

Our "In The Money Approach" has a 5-step plan to get their plan up and running that leads to a yearly service calendar to ensure all areas of their plan are always on track.

We work with Retirees and Small Business Owners:

With a focus on retirement Planning, our approach is designed to help pre-retirees, whether they are employees or self-employed, set themselves up to ensure their savings can last their lifetime and support the lifestyle they dream of in retirement.

We are a Fiduciary, which means we are held to the highest standard and are required to act in our client's best interests.

We are Fee-Only and Do Not Sell Commission Products:

Unlike most of the industry, we do not sell commission products or have surrender fees ever so our clients know what they are paying us.

We are Independently Owned and Operated:

Unlike most financial advisors, we are not tied to some large bank, insurance company, or financial institution. Being independent means, we do not answer to anyone but the client.