What makes us different?
Retirement & Legacy Coaching
You've sacrificed, saved, and you're going to retire. Great, well done! But now what? Ben Taatjes admits that most of the time he spends advising retired or nearly-retired clients, he's talking about life, not investments.
What are you going to do with your time? How are you going to live in this new season of life? These are questions that need to be addressed. Now is the time in your life to have the greatest influence.
This service is designed to help you navigate through retirement while having an impact and leaving a legacy.
Corporate Retirement-Plan Education
True financial wellness comes when inspiration and education are combined with actionable steps that lead to positive financial behaviors. We have found that most retirement and 401(k) plans offer adequate investment options but education is missing.
We will partner with you to provide your employees inspiration and education to change their lives. Instead of feeling out of control with their finances, and perhaps, searching for a higher paying job, your employees will feel like they got a raise.
Many folks know they need to save and invest, but frankly they're not financially ready. They have debt, are not on a budget, and may have little idea of where to start or feel hopeless. Our financial coaching program will help you get on track to where you want to be.
Most advisors will tell you to go clean up your mess, and then come back when you're ready. Not us. Our coaching program will give you a personalized plan to get you on the road to saving and building wealth.
Investment and financial planning services are offered by Ben Taatjes through his affiliation with HD Vest.