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01.
Explore
We'll learn what's most important to you and review your current situation.
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Evaluate
We'll help you determine how much money you need to live comfortably in retirement.
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We'll help you implement a strategy that reflects your goals — and keeps you on track.
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By William Thatcher | President, and Principal Financial Advisor
Strive to achieve the goal in a changing world

By William Thatcher | Founder, President
Retirement Is a Journey: Do You Have the Map?
October 3
De-Risk Your Retirement Dinner Seminar
6:30 pm | Cooper’s Hawk 4515 28th St
Kentwood, MI 49512 United States
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Live Event
Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
Instant Download
Have you considered inflation's impact on your retirement?
Prices are increasing on everything from groceries to healthcare. Download this guide to learn more about the most common questions on inflation including:
- What causes inflation?
- Is my retirement at risk?
- Why is the rate of inflation rising?
