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.


Ted Liu

Ted Liu


Financial Advisor

Visit Ted Liu's website
Jermaine Jamison

Jermaine Jamison


Associate Manager ACD

Vice President
Visit Jermaine Jamison's website


Wayne Gandy

Senior Operations Leader