Retirement Consulting

Retirement means different things to each of us. We work with our clients to uncover their aspirations and then develop personalized strategies to manage the transition to and through retirement. We can provide guidance on a range of retirement topics.


Speaking and Training

We can provide training for employees of financial product companies and topical presentations for Due Diligence and Broker/Dealer and Branch Office meetings.

  • Training for investment company staff
  • Keynote speaker for seminars/meetings
  • Continuing education classes

Rescue Your Retirement

In this book, Skip demonstrates how we can use tried and true investment strategies to construct a realistic retirement scenario, rather than relying on misleading or irrelevant market data and obsolete economic models. Only $14.95 US

Strategies for sustainable income – so you don’t outlive your assets.


Retirement Consulting ServicesRetirement Investment Services