Retirement planning for working professionals

If you’re tired of the grind and are setting your sights on a more exciting life — you're not alone.
Most people assume retirement is the end of your life, but we're here to tell you — it's where it all begins.

Welcome to your life. We’ve been waiting for you.

Retirement is your reward.

Retirement is your reward.

Get what you need and want.

You’ve been working for more years than you can remember and it’s come with a hefty price tag — more stress than you know is healthy, long commutes with even longer days, and that nagging feeling that life was meant to be more.

You may feel like your career has cost you your life — but your life is just beginning.

YOU HAVE A VISION.
LET’S HELP BRING IT TO LIFE.

Big heart. Bigger ambition.

Hi — I'm Lori

I became a retirement specialist to help change the retirement narrative – freeing professionals to live a life of grandeur, thrills, and connection. A life that contrasts the life you live when you’re caught up at work. A life you’ve been dreaming about since day one.

Work with me to create guaranteed income that keeps rolling in until the day you kick it.

Live a life that’s less predictable

Since you’ve started working, you’ve been lied to. Sold a vision of slow walks on the beach at sunset or laughing on the couch with your grandchildren as your key options for what your retirement will look like. 

But you didn’t work this hard to live a life that’s predictable.

Eat olives off the vine and drink wine until the sun comes up surrounded by friends in the Italian countryside. Spend the month tearing it up on your ATV in the sand dunes of southern California spending each evening gawking up at the milky way. Go deep sea fishing off the coast of Costa Rica hunting for the fattest marlin you can find.

BIG FINANCIAL FIRMS doN’T like me

WHY YOU SHOULD WORK WITH A
BOUTIQUE RETIREMENT SPECIALIST

You've been advised against working with someone like me — it’s not the first time I’ve heard it. And it's because of your net worth.

If you were to take your money out of a big financial firms portfolio and invest it elsewhere, it would be a big loss for them — which is why they don't like me.

Invest your retirement income in a way that makes you rich — not someone else.

*There are no fees to the services I provide

EMPOWERED PEOPLE EMPOWER PEOPLE

Financial smarts is your key to living a life by your design. Dive in — we're here if you want to talk through anything.

  • "Lori is the first retirement specialist that I've worked with that I know understands what it's like to walk in my shoes. She focused on my life -- not my net worth. I'm so grateful for that."

    - Robin Parsons

  • "Working with Lori has really helped me reframe and reimagine what retirement can be. She got me out of my scarcity mindset and gave me permission to ask for more out of my retirement. I feel excited about my future for the first time in a long time."

    - George Riad | President

  • "It was so easy working with Lori. She really made me feel heard and never judged me for asking for what I want -- in fact, she celebrated it. I can tell how much she cares. I would recommend her to any one looking to retire."

    - Delfina Garcia | Business Owner

This is a celebration

This is a celebration

If you want it – buy it. If you want to experience something – go live.
This can be the version of retirement that I know is possible.