Planning for Retirement?

We are a group of financial planners and advisors dedicated to helping create family legacies grown locally. Since our founding, we have developed ways to lead and innovate to support local families along their financial journeys.

What are you looking for?

How to Retire During a Pandemic

Solving the retirement planning puzzle is no simple task, especially when factoring unexpected variables like a pandemic. Baker Boyer VP and Director of Financial Planning, Brian Bruggeman offers some helpful perspective on this important topic.

Investing for a Bright Future

In the short-term, requirements like social distancing and closing businesses where people gather will take their toll on our economy. However, these aggressive approaches, coupled with unprecedented action from the Federal Reserve and Congress, will ultimately help mitigate the effects of the pandemic on markets and the economy.

The Long-Term Power of Compounding: Understanding the Impact of Market Volatility on Retirement Investments

Compounding is a powerful force that causes growth-on-growth. While compounding can create problems in battling a new virus (such as COVID-19), it is the key to long-term financial growth as you plan for retirement.