Get started in 3 easy steps:
DISCOVER
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
EVALUATE
Our team will examine your current financial situation and determine your retirement needs.
PLAN
Receive a personalized TBH Retirement Roadmap plan to help you reach your unique retirement goals.

INSTANT DOWNLOAD
Will Your Money Last as Long as You Do?
Check out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement:
- Living longer in retirement, including how to potentially minimize taxes
- Higher health care expenses, such as managing increased prescription-drug costs
- Long-term care, including a strategy to address in-home caregiving expenses

Featured on Kiplinger
written by: Nathan Tiarks
How to Manage Risk in an Election Year
Read Nathan’s article to learn:
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- Why “staying the course” may not be right for your portfolio
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- Why your balanced fund might not be as appropriate as you think it is for your age and situation
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- How a comprehensive plan can offer true diversification — and better risk management
Ready to Take
The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.