Planning for a confident retirement

Planning for a confident retirement
I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.
Planning for a confident retirement

Annoucements

I am writing with my deepest regrets to announce the recent passing of Garland Smith, Financial Advisor and founding member of Smith, Penni, Rippey, Cunningham & Associates.

As some of you may know, Garland valiantly fought his cancer diagnosis for nearly 10 years. He passed peacefully in his sleep without further complications. Each of us not only grieves at the passing of a tremendous individual, but also for the loss his family suffers. Our hearts and prayers go out to them.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)