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Our Philosophy

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – we are here to help you work towards your retirement goals and dreams. We offer personalized, hands-on service. We educate our clients about financial concepts and products and do our best to take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and we know the biggest concern for many is outliving their money. We focus on money management and the issues that are critical to your financial wellbeing and your life as a retiree. No individual or family is the same, and at RWTA we recognize that and work with you to create your custom path to financial freedom and retirement success.

We work with you to discover what retirement success looks like to you. Our Fit to Retire System, as well as our Certified Retirement Coach (CRC™), Joyce Howell, can work with you to figure out what you want your retirement to look like. Perhaps retirement success looks like more time with family, grandchildren, and friends. Maybe retirement success is having the means to travel, invest in your hobbies, or have a second home in another part of the country. Remember, it is never too early or too late to plan for a fruitful retirement.

Let’s create a plan together. We build financial strategies with you and only you in mind. Our personalized approach combines decades of experience and a robust network of professional support. As your retirement team, we are with you every step of the way working closely with you to help make your financial goals a reality.

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