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Retirement Planning

Financial Strategies For The Long-Term

The Impact

There are several quantifiable outcomes from the retirement planning process which our clients deem very desirable. By going through this process, our clients gain a realistic sense of what they need to do to retire based on quantifiable projections. This takes the guess-work out of the process. Clients come to see, in concrete terms, how decisions they make today regarding their wealth impact how they will live in the future. They see how decisions made today produce consequences for the future.

Many clients begin to see a relationship between how a dollar saved today goes to meet a specific retirement objective. Clients who go through this process are no longer flying blind about retirement. Many clients adjust their lifestyle to accomplish their retirement goals. Their adjustments are based on solid projections, not hunches. For some clients, this may mean that they save more and spend less. While for other clients, this could mean they can spend more and save less.



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GET TO KNOW OUR TEAM

Profile photo for William E Thonn - President & CEO
President & CEO
Profile photo for Wayne Janus - President, Financial Planning
President, Financial Planning
Profile photo for David Peckenpaugh - SVP & CIO
SVP & CIO
Profile photo for Mia Erickson - Senior Vice President
Senior Vice President
Profile photo for Brian Henderson - Senior Vice President
Senior Vice President
Profile photo for Robert Legan - SVP, Family Office Services
SVP, Family Office Services
Profile photo for Robert Peckenpaugh - Senior Vice President
Senior Vice President
Profile photo for Christy Pedersen - Vice President
Vice President
Profile photo for Michael Loizzi - Vice President
Vice President
Profile photo for Lisa Olson - Vice President
Vice President
Profile photo for Barbara Whiting - Senior Tax Manager
Senior Tax Manager
Profile photo for Craig Janus - Financial Advisor
Financial Advisor
Profile photo for Debbie Grudzien - Chief Compliance Officer
Chief Compliance Officer