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.



Our advisors

Richard J Kidwell

Richard J Kidwell

CRPC®

Associate Financial Advisor

Learn more about Richard J Kidwell Visit Richard J Kidwell's website
Jen Bessen

Jen Bessen

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jen Bessen Visit Jen Bessen's website
Michael Klassa

Michael Klassa

CFP®, CRPC®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Michael Klassa Visit Michael Klassa's website

Our team

Amy P. Marchel

Amy P. Marchel

Executive Assistant

Melissa K. Aughenbaugh

Melissa K. Aughenbaugh

Paraplanner

Robyn Megdanoff

Client Service Coordinator

Melissa B. Merem

Melissa B. Merem

Client Service Coordinator