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However you define living comfortably,

Our mission is to help you achieve it.

We help retirees plan for the most important financial phase of their lives.

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Get started in 3 easy steps:

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1. Discover

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

2. Big Picture BlueprintTM

Using the Big Picture BlueprintTM Planning Process, we’ll examine your current financial situation and determine your retirement needs.

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3. Plan

Receive a custom strategy designed to help you work toward your unique retirement goals.

Need More Info? Attend a Live Event

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

Get to Know Our Team

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Meet our Founder

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Meet Our Founder

Michael in the Media

Michael’s extensive financial experience and knowledge has been featured in numerous publications. Read a sampling of Michael’s media clippings here:

» Learn More

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Services We Offer

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More

LFP Blog

We’re committed to helping you make informed decisions about your financial future. Stay abreast of the stories and headlines that may impact you.
» Start Reading

Watch how we help retirees

Watch our founder explain how we help retirees plan for the most important financial phase of their lives.

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Ready to take
The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 561.683.3000

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