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

Karrie Shaw

Karrie Shaw

CMFC®, CLTC®, CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Karrie Shaw's website

Team

Lisa M. Trudeau

Lisa M. Trudeau

Administrative Assistant

Jeri Wallace

Jeri Wallace

Financial Planning Assistant