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What We Offer

Our Solutions

Finding the right support for your financial journey is essential, especially as you approach retirement. Our team is dedicated to providing personalized guidance and solutions tailored to your unique needs. We focus on helping you feel secure and confident about your financial future. Explore our range of services designed to help you protect and grow your assets while preparing for the years ahead.

Services
Live in the now. We’ll keep our eye on what’s ahead.

Asset Management


When it comes to managing your assets, the goal is to help you make informed decisions that align with your financial objectives. We offer personalized strategies that consider your entire financial picture. Our approach is designed to help you grow your wealth while managing risks, ensuring you have the resources you need to enjoy retirement.

Tax Management


Reducing tax liabilities can play a crucial role in your overall financial strategy. By identifying opportunities to optimize your tax situation, we aim to help you keep more of what you've earned. Our tax management strategies are crafted to fit your personal circumstances, offering clarity and peace of mind as you plan for the future. Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.

Income Planning


As retirement approaches, ensuring a steady income stream becomes increasingly important. We work with you to develop a comprehensive income plan that supports your lifestyle and long-term goals. Through careful analysis and planning, we strive to provide you with the confidence to enjoy your retirement years without financial stress.

Nursing Home Protection


Protecting your assets from potential nursing home costs is a significant concern for many nearing retirement. Our strategies focus on safeguarding your wealth while providing options for long-term care. We aim to help you preserve your financial legacy and maintain your quality of life, even in the face of unexpected health challenges.

Values-Based Investing


Aligning your investments with your personal values can be both fulfilling and financially rewarding. We offer values-based investing options that reflect your ethical and social priorities, allowing you to make a positive impact while pursuing your financial goals. This approach ensures your investments resonate with what matters most to you.

MNA Insurance


Insurance is a vital component of a comprehensive financial plan. We provide a range of insurance solutions, including Medicare, gap, life, and health insurance, through the Michael Nowak Agency. Our aim is to help you find the right coverage that fits your needs, offering protection and peace of mind for you and your loved ones.

Resources
Tools to Build Confidence in Retirement 

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Retirement analyzer

Retirement analyzer

Are you concerned about potential issues surrounding your retirement? Whether you are making long range plans, close to retirement, or are already retired, we can help you to create a clearer picture of your financial future.

Get Your Retirement Analysis
Plan More. Worry Less.

Plan More. Worry Less.

Confused or uncertain about Social Security, Medicare, or Retirement options? YOUR ANSWER IS THE BUCKET SYSTEM.

Get Your Book Here
What Is Your Risk Number?

What Is Your Risk Number?

Everyone has a Risk Number whether they know it or not. Your tolerance for market volatility is unique. We use a risk assessment built upon a Nobel Prize-winning framework, and learning your risk number only takes a couple of minutes.

Learn more

Let's Start!

If you are interested in beginning a partnership with us, submit this form to schedule an initial conversation. We look forward to building a prosperous relationship with you.

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