Security & Confidence

This chat with a financial advisor will help you navigate your retirement with ease

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Zero Pressure, Actionable Advice

Too many times in this industry, we've seen people taken advantage of by "experts" who don't have their clients' best interests at heart.

In contrast, we're independent fiduciaries with no hidden industry loyalties other than to our clients. We believe in helping our clients get crystal clear on what they want ... because clarity brings confidence, whether to stay the course or make adjustments.

A virtual coffee chat with us involves zero obligations, only opportunity. Opportunity to:

  • Get your questions answered
  • Uncover hidden obstacles
  • Explore options you may not have thought of
  • Define specific steps toward your dream retirement

By the end of the chat, our hope is that you feel more empowered than when we started!

Does planning for retirement feel overwhelming?

of Americans say preparing for retirement is stressful


of Americans are worried they won't have a secure retirement


Only 20%
of women feel prepared to make wise financial decisions


of people we talk to can retire earlier than they think!

As you get closer to retirement, you may find yourself with an increasing number of seemingly unanswerable questions.

Maybe you don't yet have an advisor with a team of trusted professionals behind them to rely on ... or, maybe you do have a team, but you feel that their values and goals are not quite aligned with your own. Maybe you simply want a second set of eyes on your situation.

Maybe your spouse has been the one "taking care of it," but their carefree approach seems to be leaving too much to chance.

Maybe you aren't even sure where to start sorting out all of the pieces to your retirement, and that uncertainty is causing nagging doubts, anxiety and too many sleepless nights.

Whatever your reason for scheduling a call with us, we are here to provide answers and eliminate confusion. Take the first step toward feeling in control of your future today.

The Four Pillars of Retirement Planning

Our Dream Retirement Planning Process asks four important questions to bring you clarity and help you take aligned action.

Because a dream without a plan is just a wish, a plan without action is futile, and action without a plan is fatal.

What do you WANT?

Go ahead, dream a little! Decide what your retirement will look like, not only in financial terms, but in practical, everyday terms. What kind of lifestyle will you have? Where will you live? How will you spend your time?

What do you HAVE?

Now take a look at your assets, your income projections, and any obstacles you may encounter along the way. Determine what kind of retirement you'll have, given the preparations you've already made.

What do you NEED?

Next, let's look at the difference between what you have and what you want. This will define exactly what you need, and give you a starting point as you create a blueprint to close the gap.

What will you DO?

Once your blueprint is in place, it's time for aligned action! This is where the rubber meets the road, and you begin taking consistent steps toward making your retirement dream a reality!

When you work with us, you get ...

Coffee Chat

Candid Honesty

We won't delude you with a false sense of security. Instead, we'll give it to you straight and help you make informed decisions regarding your retirement.

Personalized Advice

Personalized Advice

As an independent agency, we don't have any loyalties to certain investment products or firms. This means the advice we give is tailored for YOUR unique situation.

Coffee Chat

Increased Confidence

When you have all of the information, you know what to expect. This gives you confidence in your plan, and helps you turn your dream into reality.

We've helped clients to ...

... connect with an estate planning lawyer and keep their beloved homestead within the family.

... evaluate their portfolio, reduce risk and increase the interest earned.

... establish a regular income that let them travel, do meaningful work in their community, and create the legacy they want.

Schedule a Virtual Coffee Chat

Step 1 Schedule a Time

Take what you've learned thus far and gather any questions you have regarding your retirement, then schedule a time that's convenient.

Step 2 Chat with Us

In our call, we will tackle each of your questions one by one, giving you the transparent answers you need for your next steps to be effective.

Step 3 Decide Next Steps

After our conversation, you'll have better clarity around your next steps, whether that means working with us, someone else, or on your own.

Fill out the form below to schedule your virtual coffee chat today!

Bev and Michelle - Financial Advisors and authors of Creating Your Dream Retirement

Meet Bev & Michelle

With a combined 4+ decades of experience helping thousands of clients create their dream retirement, Bev and Michelle are experts in the industry. They thrive on developing quality relationships with their clients as well as specialists in other areas to help you really define what you want and how to get there.

At the core of everything they do is their connection to God, and you can expect that to come through in their work. Honesty, integrity, personal growth — these are the things you can rely on when you work with Michelle & Bev.

We serve clients in Mineral Point WI, Dodgeville WI, Platteville WI, Lancaster WI, Fennimore WI, Boscobel WI, Richland Center WI, Muscoda WI, Spring Green WI, Mazomanie WI, Sauk City WI, Middleton WI, Madison WI, Fitchburg WI, Verona WI, Mount Horeb WI, Barneveld WI, New Glarus WI, Monroe WI, Belleville WI, Oregon WI, Stoughton WI, Darlington WI, Cuba City WI, Hazel Green WI, Belmont WI, Dubuque IA, Freeport IL