Using our Retirement Pathway 360 process, it's our mission to assist and prepare clients for the uncertainty of retirement by identifying financial needs and working to eliminate financial risks. Schedule a meeting to sit down with us and discover what your ideal retirement looks like. Using our Retirement Pathway 360 process, we'll examine your current financial situation and determine your retirement needs.
The added risk and stress of teaching during a pandemic might have you thinking about early retirement - but can you afford it? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
The added risk and stress of teaching during a pandemic might have you thinking about early retirement - but can you afford it? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
Services
The team behind Your Own Retirement, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. With more than 30 years of experience in the insurance and financial services industry, Dave is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy.
We believe in lending a hand to those who need it most because it's the right thing to do, and we are proud our clients join in our efforts to give back. Here are a few of the ways we have contributed to improving our community. YOR is giving these out to clients, their children, and grandchildren to collect change for charity, clients can drop change off anytime.
At Your Own Retirement, LLC, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
Sue Hickey is experienced in working with female clients and regularly hosts Woman to Woman seminars throughout the community. If your goals include leaving a legacy, helping put your children through college or giving loving care to your elderly parents, we can help you with that. If your dreams are to travel more, buy your dream home or delve into a new hobby, we can help you with that, too.
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
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