Today's retirement
is different
It’s not the final chapter in the book of life but rather the beginning … a second act. Call us today to set up a time to meet and find out how we can help with your retirement plan.
4 Easy Steps Your Retirement Orientation
Just as the compass rose points toward true north, our four-step Retirement Orientation planning process helps you determine the direction of your goals and dreams and translate those into action steps for your financial plan. Together, we’ll chart a clear course for your financial future — whether retirement is just around the corner or still years away.
Navigate
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Strategize
Drawing on more than 40 years of experience and a wide array of options, we’ll tailor a plan just for you.
Execute
We’ll put your custom strategy in place to help you reach your unique retirement goals.
Watch Over
You’re never alone on your financial journey. We’ll help with any adjustments as life changes.
Get To Know Our Team
It’s our mission to help good people make good decisions for their financial future, with integrity, dependability and a steadfast commitment to quality service.
Ed and Janet Thiessen each have more than 40 years of experience in financial services, and they draw on that extensive knowledge of the tools and strategies available to help you reach your goals.
Instant Download Ready to Uncover Potential Tax Savings?
Download this 12-page guide to explore strategies that could help optimize taxes on your retirement income. You’ll learn:
How proper planning can help you manage the taxation of Social Security benefits
Why strategically draining taxable income from brackets with elevated tax rates can provide immediate tax savings
Ways donor-advised funds allow you to avoid capital gains taxes
"No matter your age, start planning now. We can help you develop a plan to accumulate wealth, help protect it from risks, distribute it as income when you retire, and create a legacy for those you love and the charitable causes important to you."
—Ed Thiessen | Financial Advisor
Services We Offer
Every family and every retirement is different. That’s why every strategy we share is tailored specifically to meet your needs and your stage in life.