How we work with you:

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Customized Retirement Plan

Your retirement should be as unique as you are. That means no more one-size-fits-all plans. Finish Line works with you to build a customized retirement plan of action so that you can pursue your vision for the future — not someone else's.

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Monitor & Communicate

It's your money, you deserve to be informed. Get the confidence that comes with a financial advisor dedicated to helping you make informed decisions about your financial future. Jobs change, marriages change, your retirement should never take a backseat. 

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Cross the Finish Line With Confidence

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A Sound Retirement Plan

You work hard every day so that you can realize your vision for retirement. Finish Line can help. Live better knowing that your plan is in capable hands.

Your retirement won't wait. It's time to take action. Finish Line is ready to work with you to pursue the retirement you always wanted.

"It’s natural to worry about the future. That’s why you need a partner who sees the big picture.

"Too often we meet folks who let the present short-term circumstances dictate their long-term planning. That’s not a recipe for success.

"When you work with us, we’re in this race together. We can help move your mindset from the starting point to the Finish Line."

Greg Kateff
MBA, CPA/PFS - Senior Planner

Learn how to take advantage of the same

retirement secrets

that multi-millionaires use every single day.

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The Next Step Starts Now