How we work with you:
Have the retirement others can only dream of. Your vision for retirement should never feel like a compromise.
Live the life you want! Your vision for retirement should never be a compromise.
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.
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.
Cross the Finish Line With Confidence
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."
MBA, CPA/PFS - Senior Planner