Longevity matters. Is your wealth built to last?

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Wealth is not the end, but the means, to a full life.

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Simpler is better. Let’s streamline your plan.

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In retirement, life goes on – but will your income?

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As you approach retirement, it can start to look like a drop-off – because once you retire, you’ll have many of the same priorities and expenses you have now, but without the same level of income.

The reality is that when you’re looking at a multi-decade retirement, a simple savings plan runs the risk of falling short. Instead, we coordinate everything from insurance to income planning in order to help you reach the level of stability you need to protect your lifestyle and your wealth throughout your retirement. Our focus is not only to help you build your wealth, but to help build the bridge from your working life to your non-working life.

Benefits of Our Financial Life Planning Approach

Protect Your Lifestyle

Your financial life plan is designed to empower you to live the retirement you want. It’s intended to help maintain the financial stability you need to continue living your current lifestyle after you retire.

Independent Perspective

Every financial life plan is delivered with complete transparency. You can be comfortable knowing your interests are being served by an experienced team with a specialized approach.

Greater Clarity

Because your plan is comprehensive, you can gain clarity on your entire financial picture and gain a better perspective on your retirement.

Greater Longevity

Longevity is one of the biggest challenges retirees face today. Your financial life plan helps ensure your wealth will last through a potentially lengthy retirement

What will your lifestyle look like in retirement?

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Meet Our Team

 

 
Todd Hounsome

Todd Hounsome

Managing Partner

Since starting his career in financial services in 1993, Todd Hounsome has developed a unique professional offering that includes investing, protection strategy, coordinated planning and other strategic wealth services. With this depth of service, Todd is able to provide financial guidance to clients looking for clarity beyond the accumulation phase.

Todd first attained his insurance license in 1995, and became a licensed financial advisor in 1998. On track to complete his Certified Financial Planner (CFP) designation, Todd now specializes in serving professionals, to help them to achieve growth and stability for retirement and future milestones.

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Marika Georgiadis

Marika Georgiadis

Senior Financial Administrator

Marika Georgiadis lends administrative support to the team. With 18 years of industry experience supporting insurance, investing and financial services, she helps provide a consistent and personal experience for every client.

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About Us

About Us

We’re all about practical retirement guidance – read our story.

“I’ve found as time goes by, costs go up, and this used to be a source of stress for me with respect to my retirement. When I started working with Todd, he and his team were able to show me the whole picture, and to help me close the gaps in my retirement savings and income. This has made a huge difference – both financially and for my own peace of mind.”

Travis Burke
Client since 2010
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