Photo of John LugauerYour Retirement Income Planning Specialist!


Your life has incredible purpose, which is precisely why your retirement plan also needs purpose.

When you plan for your future with an organized financial life, you free your mind to enjoy the things that really matter: your family and friends, the things that inspire you and the pursuits that impassion you.

Ask yourself:

  • When can I afford to retire?
  • If money weren’t an issue, what would I be doing right now?

Photo of John Lugauer and Clients

Most importantly, are you confident you’re on the right course with a plan to reach those goals?

If not, I would welcome the opportunity to meet with you.  An initial meeting with me is private, confidential and completely free of charge.  I’ll answer any questions you may have, get to know you, tell you more about myself and we’ll see if we make a good team.

Professional Services:

  • Financial Planning
  • Investment Management
  • Life Insurance
  • Long-Term Care Insurance