5764 Sunnybrook Drive,
Comprehensive financial planning is an ongoing process that helps you make smart decisions about your money.
Most people are afraid of running out of money in retirement. We offer a strategy for those fears.
We take the time to get to know you, to build relationships and friendships with
Our goal is to simplify the retirement process, helping clients to protect the things most important to them and live a healthy, worry-free retirement.
We are an independent financial advising firm that specializes in retirement income by using a unique strategy known as The Income for Life Model. The Income for Life Model is an investment strategy with the objective of providing inflation-adjusted income during and throughout your years in retirement. When you work with experienced professionals, it provides you confidence and peace of mind.
Brokers often earn sales commissions for the financial products they sell to investors. Because of this, some brokers may have incentives to recommend products that aren’t necessarily in your best interest, but may earn them a larger sales commission. We work on an advisory-fee basis, as opposed to a commissions fee.
We don’t wait for our clients to call with questions. You get proactive service from a personal, dedicated Wealth Advisor. Our client service is focused on providing superior service. This clear focus is what our clients have come to expect.
Marc on Money
Marc Geels and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."