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

Curtis Bohn

Curtis Bohn

CFP®, AAMS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Curtis Bohn Visit Curtis Bohn's website
James Bull

James Bull

Financial Advisor

Learn more about James Bull Visit James Bull's website

Our team

Stephanie Ingram

Stephanie Ingram

Financial Planning Specialist

Qualifications

  • FINRA Securities Registrations Series 7
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Molly Bredensteiner

Molly Bredensteiner

Administrative Assistant