Build Your Financial House
A comprehensive retirement class designed to help you coordinate income, investments, and legacy planning with confidence.
In this mini-course, you’ll learn:
Left Wall: Income Planning
Social Security, pensions, and withdrawal strategies that help turn savings into sustainable retirement income.
Right Wall: Legacy & Estate Planning
Coordinating beneficiary designations and documents so more reaches the people and causes you care about.
Roof: Healthcare & Protection
Medicare, supplemental coverage, and long-term care strategies to help protect your plan.
Pulling It All Together
How the pieces fit: action steps, checklists, and what to review annually.
Your free guide is the workbook for this course. Check your inbox and follow along.
FEW ADVISORS GET IT RIGHT — AFTER WORKING WITH THOUSANDS, ONLY A HANDFUL I’D TRUST WITH RETIREMENT.
Book your free 15-minute Retirement Check-Up. We’ll review your answers to the 5 Questions and outline your next steps — before small mistakes become big ones.
Claim My 15-Minute Check-UpNo obligation — just clarity. Northern Kentucky / Cincinnati retirees welcome.
Educational content only — not individualized investment, tax, or legal advice.