Dream it,
Plan it,
Live it
Do retirement your way.
Take the First Step Today
Dream It
Schedule a meeting, where you’ll share your goals and dreams, so we fully understand your vision for retirement.
Plan It
With your goals in mind, we create an actionable plan that will help translate your retirement dreams into clear steps you can take.
Live It
While you enjoy retirement, we’ll monitor regularly to help ensure your plan stays on track for as long as you live.
Meet David
In the summer of 2021, David Maxwell went into a coma. His wife and four children weren’t sure if the complications from COVID would eventually defeat him, and doctors gave him only a 1:400 chance of survival.
But then, after three months, he miraculously woke up.
After an arduous recovery, he returned to financial planning with a renewed passion for three very important aspects of his profession.
Encouraging People to Live Out Their Dreams
There are few people who understand the phrase "Life is Short" like David. Since he's returned to financial planning, he pushes his clients to really live while they are healthy enough to do so and works to create a plan that can help them do just that.
Planning for the Unexpected
It's no surprise to think that David and his family never expected that he, a strong and healthy man, would suddenly be taken out of the picture by a major illness. He helps his clients to prepare for the worst so that they can enjoy the best.
Focusing on Family
While David was out of commission, his wife went through one of the most challenging times of her life. This inspired David to add a generational component to his services. He endeavors to get to know your children, so that he can be a valuable resource to them should anything ever happen to you.
Will your money last as long as you do?
- Check out this 8-page guide to see why a retirement income analysis is important for your retirement.
- Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
- Read how the average person spent $146 a year on health care in 1960 compared to the average cost today. (You might be surprised at the number!)
- Make sure you’re asking the right questions about retirement: How do I make my money last? How could a long-term care strategy help my family’s long-term medical needs?
In this office
You're Family
When you come into the office to meet with us, you will immediately notice the difference working with Tip Top. Pulling up a chair to talk with David is as welcoming as settling in to chat with an old friend. Everything we do centers around the relationships we have with our clients. And to us, you're family.