Relationships deeply rooted in confidence and trust.

We work with retirees and pre-retirees to help them reach their financial goals.

Get started in 3 easy steps:

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

Using our Financial Freedom Compass 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.


Attend a Live Event

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


No events are scheduled at this time. Please check again soon!

Rick Barnett has appeared on the following networks and publications:

Stay tuned for news on the release of Rick’s upcoming book!

Get to Know Our Team

Discover how we help individuals and families achieve their ideal retirements.