Broker Check


It is normal to feel uneasy and overwhelmed with the idea of retiring while at the same time maintaining a happy life with purpose. We know this to be true based on feedback that we have received from our other retired clients. We are convinced that the non-financial aspect of your retirement life is as important as or more important than your financial net worth. As a commitment to this belief we have asked Michelle Lynchard, a life-coach who specializes in retirement transition coaching, to be part of our team. It is important to us to be able to assist in addressing everything non-financial in your life as well. We know that you will enjoy meeting our retirement life coach. 

Please review Michelle's Team Member profile for more information.