Your dreams
our strategies


You’ve worked hard to get here. Let us help you reach for your retirement goals.

Jeff is patient and kind and very dedicated to his work. I am proud of the work/time and effort given to represent me for my retirement

Patricia Williams

Get started in
3 Easy Steps


  • Discover

    Set up a 15-minute introduction call or video chat or schedule a meeting to sit down with us and discover what your ideal retirement looks like.

  • Evaluate

    Using the Union Retirement Solutions Planning Process, we’ll examine your current financial situation and determine your retirement needs.

  • Plan

    Receive a custom strategy designed to help you reach your unique retirement goals.

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INSTANT DOWNLOAD

"Your Retirement Income Planning Checklist"

Explore 10 topics to prepare for retirement “Your Retirement Income Planning Checklist” is 24 pages of thought-provoking guidance aimed at helping you assess your current strategy, including:

  • How to plan for a long life
  • Why you may need a housing plan (or two)
  • Planning for health care and long-term care assistance

Need More Info?
Attend a Workshop/
Webinar

Attend one of our informational workshops to learn more about retirement income strategies, wealth management and more.

No upcoming events.

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Get to know
Our Team


It is our mission to help individuals and families achieve their ideal retirements.

The Second Act

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.

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Ready to take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a workshop or webinar.

Or schedule a 15-minute call or video call