It all begins with a plan.
Perhaps you want to travel the world, move closer to family, focus on a hobby, or volunteer; whatever you have envisioned for retirement, it must begin with a plan.
Our unique holistic approach begins with your vision. As we work together, we'll address the hows, whys, and what-ifs by designing a personalized plan that achieves your goals today with the built-in flexibility to address tomorrow's unknowns.
It's our passion to help individuals just like you plan for the most amazing years of your life. And we can't wait to get started on your plan!
Why work with us:
Stephanie Hohenshell, founder and senior advisor, is one of the few advisors in our area to qualify twice for the prestigious and international MDRT® designation. She also holds the RICP designation from The American College specifically for retirement planning. In 2021, Stephanie was selected as one of the Springfield Business Journals Most Trusted Advisors and recently completed the FINRA SIE exam.