The freedom to enjoy
your ideal retirement


It’s about planning great retirements.

Hi, I am Jeremy Kisner and welcome to my website. My team and I help folks make retirement the best time of their lives. How? Well, there are two main components to what we do:

  1. A retirement life coaching process that quickly helps people clarify what makes them happy, what’s on their bucket list, and how they want to spend their days.
  2. State of the art financial planning and investment management to give people the confidence to pursue their dreams without worrying about every little expenditure.

Intriguing, isn’t it? Watch my 3-minute video to learn more:


Hold on to your hat – there’s a new model in town

For over 15 years we have been helping retirees, and folks who are getting ready to retire, by replacing uncertainty with financial security. To that end, please enjoy our interactive Retirement Questions & Answers section, as well as over 125 of our most pertinent and insightful financial and retirement planning articles. Our Retirement Blog is categorized for you, text word searchable, and designed to provide clear insights on specific topics within 3-4 minutes.

The road to financial freedom is paved with good decisions. That road continues here. Click below to get started:

Don’t worry. We’re not one of those boring financial websites that uses confusing industry jargon. We pride ourselves on delivering clear and concise financial advice on the topics you care about. So, stay a while, have a look around, and send us your questions and comments. You can learn about all the retirement planning topics that interest you by visiting our Retirement Blog and Retirement Q&A below:

The first step to a brighter future is vision

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