A Clear Retirement Roadmap
Gain a step-by-step plan that reduces uncertainty and helps you move forward with confidence.
Turning Your Nest Egg into Income
Learn strategies to convert your savings into reliable and sustainable income streams.
Maximizing Social Security & Pensions
Understand how to get the greatest lifetime benefit from these income sources.
Minimizing Market Volatility
Discover ways to help protect your portfolio from downturns while continuing to grow.
Tax-Efficient Planning
Identify withdrawal and income strategies that help reduce taxes in retirement.
Planning for Long-Term Care
Prepare effectively for potential long-term care needs while protecting your assets.
Refine Your Investment Mix & Asset Allocation
Develop a sound investment strategy, that is well diversified
Special Challenges for Women
Longer life expectancy, longer retirement, likely to live alone, & sole responsibility of financial decisions.
Estate Planning Essentials
Learn the basics of wills, trusts, and beneficiary designations to protect your intentions.
Passing on Your Wealth Wisely
Explore ways to transfer assets efficiently to loved ones and charitable causes.
Aligning Money with Lifestyle Goals
Build confidence in balancing your financial resources with your retirement dreams.
Inflation-Proofing Your Dollars
Explore strategies to help safeguard your retirement income from rising costs.
Reducing Financial Stress
Learn how planning ahead can help you address risks and enjoy peace of mind.
Business Planning
Insight on having a formal plan, business value, successor, and buy-sell agreement.
Real-World Examples
Benefit from practical case studies that make retirement strategies easy to understand.
Education, Not Sales
Relax in a restaurant setting with unbiased, objective information.
Greg Buchanan
With more than 32 years of experience in financial planning, Greg Buchanan Isa trusted advisor who specializes in retirement planning and long-term wealth strategies. As a Registered Financial Consultant (RFC), Greg has spent his entire career as a fully Independent and self-employed advisor, dedicated to helping clients build confidence and clarity around their financial futures.
Shane Gentry
Shane’s specialty is working with retirees and those about to retire. Retirees who have a goal to preserve their assets and help to provide them confidence when entering retirement or in retirement. His mission is to operate with transparency, integrity, and accountability. Shane’s planning philosophy is simple: “I am committed to helping you develop retirement plans and investment strategies that line up with your needs, goals, and risk tolerance. Such planning is not a single event; it is a process. As your life circumstances change, so must the strategies we use to help you stay on course toward meeting your objectives.” His goal is to help empower clients by delivering personalized wealth management strategies to help ensure financial freedom.
Investment Planning
Years of experience have prepared us to guide you through your life transitions.