THINKING ABOUT YOUR RETIREMENT?
WE’RE HERE FOR YOU.
Our Free Planning Session Can Help You Take Control Of Your Retirement & Financial Life.
“In our 22 years of experience, these are the 3 things we hear most often …”
WILL I HAVE ENOUGH TO DO THE THINGS MOST IMPORTANT TO ME?
AM I INVESTED THE RIGHT WAY FOR THE NEXT STAGE OF LIFE?
HOW DO I CONTINUE TO HAVE IMPACT AND INFLUENCE AFTER I RETIRE?
YOUR NEXT STEPS
One of the biggest mistakes we see is when people don’t coordinate their financial plan with proactive tax strategy. It may sound mind-numbingly boring to you, but Dave’s experience at Zoller, Swanson CPAs has taught him to love the synergy between these key areas.
Tim realized in early 2008 that the financial world is unnecessarily complex and it shouldn’t be that way. He has the unique ability to translate complex investment advice into a language that anyone can understand so that our clients can make smart money decision.
Luke HofsommerCFP®, CFA
Luke Hofsommer is a CFP® and CFA charterholder who’s been helping clients plan their future for over 5 years. He is passionate about helping people make good financial decisions that they will be proud of in the future.
Sean FordCFP®, CFA, RICP®
Sean is a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), and Retirement Income Certified Professional(RICP®) who’s excited by serving our clients and helping reduce the anxiety that comes with making major money decisions.
Carolyn RauschClient Service Specialist
The amount of paperwork that’s needed in the financial industry can sometimes be overwhelming for our clients. Carolyn’s here to make it as easy as possible for you so that you can save your time for things you actually enjoy doing. She’ll also help you with any account-related questions that come up.
Alex FergusonDirector of Operations
Alex is an operational professional with a history in nonprofits and private equity organizations. He's passionate about operational and systems efficiency, he works to enable the Streamline team to maximize their time spent with our clients; what we care about most.