Will Your Retirement Look Like This?

We help your nest egg survive the risks that lie ahead, 

so you can spend your time enjoying a Great Life. 

How will you retire comfortably?

Who will pay for your future - your boss, your business, Social Security or...the Lottery? 

What if you could create a Lifetime Income Stream that acts like a pension or Social Security, would that make a difference? 

To help you reach your goals, we help you:

Invest and save for your future

Create your own personal pension

Protect your financial future

Plan for taxes*

Prepare for retirement

Our Services

Investment Management


 Our financial advisors can help you put your money to work in a way that better matches your appetite for risk and your time horizon. By having your investments more aligned with your personality, you may be more motivated to reach those short and long-term financial goals that you've been putting off.   

Retirement Income Planning


 In your 50's and 60's, it's even more important to make sure you're on track for retirement. We focus on helping you build a personal pension that can pay your bills and give you more of the lifestyle that you've worked so hard for.  We'll also run a Medicare and Social Security analysis, and discuss tax planning strategies that can help maximize your benefits.  

Risk Management & Insurance


 Life can bring unexpected events that we wish we could have planned for. We help you identify the risks to your financial future, and show you how to protect yourself and your family. With life insurance or long-term care funding options from several top-rated companies we work with, you can have more peace of mind and focus on what's important.  

Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc.,  Member FINRA/SIPC and an SEC Registered Investment Advisor.     


This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein.  We may only offer services in states in which we have been properly registered or are exempt from registration.  Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you. 

*Great Life Planning does not provide specific tax advice, please contact your tax advisor for assistance. 

Financial Advisor | Financial Planning | Retirement Planning