The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Keith V Judickas

Keith V Judickas

Financial Advisor

More about me...

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

BB Bachelor of Business, Production Management, Western Ill University, 1980
CA Insurance #0M11400

VISIT MY WEBSITE

Our Staff

Danielle Awkerman

Danielle Awkerman

Administrative Assistant

Administrative Assistant
More about me...

Qualifications

  • Bachelor of Science, Secondary Education, Louisiana State University, 2003
  • Bilingual English/French

Roles & Responsibilities

  • Scheduling Appointments
  • Assisting Clients with questions and concerns
  • Conversion to paperless office.
  • Helping clients register for use the Secure Site.
  • Maintaining social media.