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My Value Proposition


At Third Act Retirement Planning, we guide our clients into three critical areas that we believe will make their retirement the most amazing time of their lives - their finances, their health, and their relationship with the Lord.

Our clients come to us with concerns that frequently include:

  • Will I have enough to retire?
  • Am I taking the right kinds and amount of risk?
  • How do I make the right choices to maximize my retirement?
  • How can I make retirement the most rewarding phase of life?

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Our Goal:

To provide guidance on the financial aspects and invite people into conversations, individually and as a community, to help them better engage in the other two.