How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Gary Schaap

Gary Schaap

CRPC®, CKA®

Private Wealth Advisor

Visit Gary Schaap's website
Amy Swier

Amy Swier

CFP®, CPA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Amy Swier's website

Team

Samantha Denton

Samantha Denton

Administrative Assistant,

Client Service Specialist

Qualifications

  • Associate of Applied Science in Financial Services
  • Associate of Applied Science in Business Administration
  • Southeast Technical Institute

Roles & Responsibilities

  • Fifteen+ years in delivering extraordinary customer service
  • Passionate about professional development, attention to detail, and providing excellent client support and service.
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