Retiree
of the year
How We Celebrate Our Retirees
Each year, we honor one extraordinary retiree who inspires us with their story of resilience, accomplishment, and family bonds. Through heartfelt videos featuring the honoree and their loved ones, we showcase their unique paths and the new chapters they embrace. This page is a tribute to the relationships we cherish with our clients and their families, reflecting our deep appreciation for their trust and the joy of sharing in their milestones. Explore the stories below to witness the power of a well-planned retirement and the beautiful moments it creates.
Last Years Gala
2024
“We went down and met with Chris and the staff and from day one going in there it was very professional, it was just perfect.” – Steve Harvey
“I’m a good hard worker, I work every day. But as a financial guy… I am out of my element. It’s not all about making money and Chris has taught me quite a few things. It’s learning how to get as much money to spend… and have fun… not just sit and worry about it.” – Jim Mayer