The Team

Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Staff

Janet Davidson

Janet Davidson

Administrative Assistant

More about me...

Roles & Responsibilities

  • Scheduling client appointments, client contact
  • Calendar management
  • Correspondence review
  • General office adminstrative support