Providing solutions for your retirement.

Experience and Knowledge

With decades of experience serving retirees, we understand how to help find solutions to your challenges and can identify the products to fit your goals.

A Focus on You

Our approach is client-centered and educational. We start by understanding your situation, goals, and needs in order to tailor financial solutions for you.

A Culture of Caring

We appreciate every single client and make sure they know that we care. We want you to have a financial strategy that you are comfortable with.

Steve Kaczor & Linda Jensen

Steve & Linda bring decades of experience to their proven process of retirement income planning and make sure clients understand every step of the way.

9 Tips to Help Navigate Your Social Security Decision

Download our free guide to Social Security that may help you create a strong foundation for retirement income. Learn:

  • How your benefit amount is calculated
  • Why spousal coordination matters
  • How to potentially increase your benefits
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Not affiliated with or endorsed by the Social Security Administration or any government agency. 


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