Tag Archives | Retirement


Karen Koenig

The ability to impact lives has always been my goal. I strive to serve clients in an unbiased fashion with the support of a strong team of home office professionals. I focus on helping a select group of entrepreneurs and families develop and implement comprehensive financial strategies.

Continue Reading

Sharon Rolph

Let’s have no regrets at the end of life around living our dream and purpose. Baby Boomers who have made a living with brain and brawn, now need to transition into living from their heart in retirement. I conduct coaching and What Do I Want to Do in Retirement?

Continue Reading