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

May Lai

May Lai

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit May Lai's website
Gerard C Lemly

Gerard C Lemly

CFP®, ChFC®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gerard C Lemly's website

Team

Kathleen H. Lemly

Kathleen H. Lemly

Client Service Coordinator

Julie A. Wall

Julie A. Wall

Paraplanner