Make your dream retirement a reality

We help you with your finances so you can do the things you always wanted to do.

Millions of families will begin to receive monthly child tax credit payments in July. Financial professional Chris Mediate talked with WFMJ-TV about how families can use this money effectively. Click here for the Child Tax Credit Calculator.

Americans are ready to travel! Many of us are ready to make up for lost time and go on vacation. Our very own Chris Mediate talked with local news station WFMJ about how to plan your summer travel in order to save money. Check out our vacation budget worksheet to help you prepare your most cost-efficient vacation yet!”

Get Started In

3 Easy Steps


Schedule a meeting to sit down with us and discover what your ideal retirement looks like.


Using the Clear View Retirement Plan, we’ll examine your current financial situation and determine your retirement needs.


Receive a custom strategy to help you reach your unique retirement goals.

Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.

In The


How much is enough, when saving for retirement?

Saving Money on Summer Vacations

Tips for Investing in Cryptocurrency

Child Tax Credit Payments Begin This Week

Need more info?

Attend a live event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more...

August 18
Food for Thought: Digital Assets
11:00 am |