It's Not At What Age You Want To Retire, But At What Income.

We Offer

Retirement Planning

Traditional IRAs | Roth IRAs| 401k and 403b Rollovers

Income Strategies

Fixed Annuities | Index Annuities | CD Alternatives | Diversified Planning

Insurance

Term and Permanent Life Insurance | Long Term Care Options

"I understand that individuals face unique challenges as they prepare for retirement. My goal is to provide you with the necessary tools to protect your life’s investments and help you navigate the retirement phase of your life and beyond. Let me help you secure your retirement, preserve your hard earned assets, now and during your retirement. Pensions are becoming a thing of the past and it is important to have an income stream you cannot outlive. You will learn about choices for your particular situation, goals and values. With the uncertainty of world events and stock market volatility, the time is now to protect what you have for the future."
Bonnie L. Wendell
Retirement & Insurance Advisor