Planning Matters
For the life you want now and in the future
Hello and Welcome.
I’m Paige. We’re so glad you found us.
It is an astounding time in the financial industry. Now, more than ever, even the savviest among us need guidance.
We continue to focus our efforts in helping seniors with retirement and tax savvy management of their financial resources.
It’s a challenging and ever-changing environment, so we’re stepping up in every way possible.
We’re continuing our affiliations with legacy financial icons such as Ed Slott’s IRA Advisor Group and Kai-Zen wealth-building strategists, while keeping apace with current industry standards of privacy, security, and best practices.
We’re carefully monitoring the growth of digital assets through education and certification with the Digital Asset Council of Financial Professionals (DACFP) and as a member have access to ongoing education and research on digital assets.
And, most importantly, embracing awareness of sustainability and stability for the security of our clients in turbulent global markets.
We’re here to help you navigate this complex and ever challenging climate.
We’re financial asset planning professionals trained, experienced, and focused on coordinating, educating, and advocating for seniors the key elements of a more financially secure future.
DIGITAL ASSETS
KAI-ZEN STRATEGIES
IRA / PENSIONS • TAX-FREE INCOME
PROTECTED & GUARANTEED RETIREMENT INCOME
Paige worked with our CPA’s and HR team to maximize our benefits and tax advantages. We are very happy to have her as an asset watching our backs on these important issues of risk and financial long term planning for our company and families.
Paige is a consummate professional, highly skilled, knowledgeable, and dedicated, consistent and credible in communicating to the needs of her clients. She is passionate, outgoing, and a delight to work with.
Paige has that rare trifecta - deep and wide product knowledge, ability to apply that knowledge in complicated problem solving, and to clearly and completely explain solutions and options.
Our estate is quite complicated and our investment advisor could not grasp our growing concerns. When Paige sat down with us to review the existing structures and what we want for our retirement income and future legacy, she was able to make crucial insights. We value and trust her knowledge and abilities for our financial well-being.
