Broker Check

Retirement can be equal parts exciting and scary. Leaving the work force on that great retirement journey should be an amazing opportunity to have adventures, to serve your family and your community, to deepen friendships, and to attack all those projects you put off while working.

Yet turning off the income can be scary. That's why Profectus serves as your retirement planning outfitter, making sure you are fully equipped for the journey. What resources do you need and how do you best use them? 

We also know families appreciate that we stay with you and serve as your retirement planning trail guide. What are your back up plans? Where can you pivot as life throws you surprises? We know giving you the map and letting you wander off on your own isn't enough. Profectus travels the path with you, providing ongoing advice, and resupplying your financial travel pack when necessary.