Speaking Engagements

Pat & Kristin offer “Winning at Retirement” presentations to groups around the country.  Email them to inquire about a booking:


Financial Planning

Visit our team website to learn about our practice, or reach to us via phone or email.  We are always happy to hear from anyone who has read the book and has questions, or thoughts to share.

Phone: (610)238-6637

Retiring First Responders

First Responders face unique challenges in Retirement.  There is a special edition of the book for those who will retire from a life of service.

Winning at Retirement is available in paperback, and via Kindle and Kindle Unlimited.