facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Do You Have A Plan For Your Retirement?

Are you trying to retire within 10 years? Let us help you build a retirement plan!

What You Can Expect From Us

Years Of Retirement Planning Experience

Our seasoned team of financial professionals have been in the financial services industry for decades! We know what it takes to create a sound retirement plan custom for you.

Diverse Financial
 Planning Knowledge

Our financial expertise ranges across multiple levels, incorporating tax law knowledge, estate planning, and more so we can prepare your plan as accurately as possible.

High Communication
& Responsiveness

Retirement plans often change as time goes on. We consistently will meet with you to keep your plan up to date and adapted to your current situation.

Send Us A Message!

If you need hand setting up your retirement plan, want to sign up for our monthly newsletter, or just have general questions about what you can do to jumpstart your retirement planning process, send us a  quick message! 

Chris Calandra CFP®

Certified Financial Planner™

Lindy Brock

Associate Advisor

Retirement Planning Resources

Simply Financial Podcasts

Learn all the retirement planning tips and know how from a Certified Financial Planner on the Simply Financial Podcast!

Listen Here

Monthly Newsletter

Use the form above to sign up for our monthly newsletter! We often have retirement planning information that can help bolster your retirement plans!

Check Out Previous Newsletters

Success Planner

How can you win with money if you're not keeping score? Check out our success planner & it's nifty retirement needs analysis tool!

Success Planner 

Don't Make These 4 Money Mistakes If You're On The Homestretch To Retire

Nearing retirement, your thoughts start to drift farther and farther away from the job at hand and closer to what you’ll be able to do in all that free time - catch up on some reading, enjoy an afternoon on the back nine or travel the world with your husband or wife. But as you get closer and closer to your retirement party, it’s important to stop and assess you and your spouses’ readiness for retirement. Here are 4 of the most common mistakes soon-to-be retirees make regarding their money, so you can prepare now to make your transition into retirement a bit smoother.

1: Neglecting To Create a Retirement Plan

The first (and one of the biggest) money mistakes any pre-retiree can make is not heading into retirement with a plan. If you don’t understand how much you should have to retire comfortably, you won’t know if you’re on track. 

2: Waiting To Start Saving

Once you’ve created your retirement plan and discovered how much you and your spouse need for retirement, it may become clearer as to why you shouldn’t delay the savings process. Give your money the years (or decades) it needs to collect interest and grow into what you’ll need in retirement.

3: Underestimating Healthcare Long-Term Care Costs

Those between the ages of 65 and 74 spend an average of $5,956 in healthcare costs annually, not including any type of long-term care. Whether that sounds like a lot to you or not, the number can certainly add up over time and eat into your retirement savings, especially if an unexpected injury or illness occurs.

4: Underutilizing Tax-Advantaged Accounts

Never underestimate the impact taxes can have on your income now and through retirement. Both traditional and Roth IRA and 401(k) options can provide tax-advantaged opportunities that can make a difference in your retirement savings.


Check the background of this firm/advisor on FINRA’s BrokerCheck.