How we work with you:
Customized Retirement Plan
Work with a professional to create a retirement plan that is specific to you.
Monitor & Communicate
Your retirement plan is important. Finish Line revisits it annually to make sure it's ready to go when you need it.
Cross the Finish Line with Confidence
Have the retirement others can only dream of. Your vision for retirement should never feel like a compromise.
![Senior woman in green park Portrait of a beautiful senior woman in green field with dandelions](https://yourfinishline.com/wp-content/uploads/bb-plugin/cache/AdobeStock_114503514-scaled-square-81334939fe35e440d994eb6d39842c31-6102f3060431b.jpeg)
Customized Retirement Plan
Work with a professional to create a retirement plan that is specific to you.
Monitor & Communicate
Your retirement plan is important. Finish Line revisits it annually to make sure it's ready to go when you need it.
Cross the Finish Line With Confidence
Live the life you want! Your vision for retirement should never be a compromise.
![Senior couple walking on the beach in fall season Senior couple walking on the beach in fall season](https://yourfinishline.com/wp-content/uploads/bb-plugin/cache/AdobeStock_46808068-1-landscape-86c26b1928bbfd01bb470e35a3a05ea3-6102f723e93e8.jpeg)
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.
![Senior black man sitting on grass, embraced by his grandson Senior black man sitting on grass, embraced by his grandson](https://yourfinishline.com/wp-content/uploads/bb-plugin/cache/AdobeStock_228347346-scaled-square-b35ebb661fbaf5bed6c71d34e757ac99-6102f7f1804b6.jpeg)
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.
![Attractive senior woman walking outdoors in nature at sunset, hiking. Attractive senior woman with backpack walking outdoors in nature at sunset, hiking.](https://yourfinishline.com/wp-content/uploads/bb-plugin/cache/AdobeStock_350145898-2-landscape-f1bfa511fb5fc7f075968ecf298dc32c-6155ed005ce58.jpeg)
Cross the Finish Line With Confidence
![Senior couple on a walk in an autumn nature. Active senior couple on a walk in a beautiful autumn nature.](https://yourfinishline.com/wp-content/uploads/bb-plugin/cache/AdobeStock_177926235-scaled-panorama-7968a728ec7e342a2d555ad2f4b5d57f-6102f3060430a.jpeg)
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