Broker Check
Life is a journey with limitless possibilities

Mission

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Connecting

One of our primary goals is to develop a long-term, trusting relationship with you.

Learn more

Moving Forward

Insights and understanding that can help you better define your financial objectives.

Learn more

The Next Step

Putting an action plan in place to guide you on your journey.

Learn more

Services

Our specialty is retirement income planning – helping you to retire the way you want, the way you envision your future. We know that you sacrifice and save during your working years to provide yourself and your family with a secure retirement income. How will you replace your paychecks when you retire? How much monthly income can you count on in the future? What steps do you need to take to prepare for a comfortable retirement?

Barbara Chown MBA CFP®

Learn more About Barbara

Nancy Chapin CFP®

Learn more About Nancy