FAITH-BASED FINANCIAL PLANNING
Retire With
Peace.™
You've spent years preparing for retirement.
So why does it still feel like something is missing?
We help you connect the dots between income, taxes, healthcare, and legacy so every decision works together- giving you clarity, confidence, and peace for the road ahead.
Book Your Retirement Clarity Conversation
Download Retirement Clarity Aasessment
No Pressure. No Obligation. Just Clarity.
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Families Guided
Fiduciary
Always
Faith-Driven
Purpose-Led
FOUNDER & FINANCIAL ADVISOR
Eddie James
Eddie's mission is simple: help families retire with clarity, confidence, and peace of mind.
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Faith-Driven Guidance -
Fiduciary Standard -
Personalized Strategies
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Clear Communication -
Long-Term Relationships -
Purpose Over Profit
“I believe retirement isn't just about money. It's about people, purpose, and leaving a legacy that matters.”
Book Your Retirement Clarity Conversation
YOU'RE NOT ALONE
Why Most People Feel Uncertain About Retirement
Will my money last as long as I do?
Could healthcare costs change everything?
Am I paying more in taxes than I need to?
Have I overlooked something important?
Will my spouse be financially secure if something happens to me?
OUR DIFFERENCE
Retirement Coordination™Where Strategy Becomes Synergy.
We coordinate every part of your financial life so your income, taxes, healthcare, and legacy work together-not against each other.
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Income Strategy -
Так Strategy -
Healthcare Strategy -
Legacy Strategy -
Confidence Strategy
Book Your Retirement Clarity Conversation
The 5 Hidden Retirement Gaps™
Income Gap™
Outliving your money is one of the biggest fears in retirement.
Tax Gap™
Taxes can quietly erode
your retirement if not
strategically planned.
Healthcare Gap™
Rising costs can
Impact your freedom
and your future.
Legacy Gap™
Your legacy deserves
more than guesswork
or good intentions.
Confidence Gap™
Uncertainty today can
steal the peace you've
worked for.
OUR SIGNATURE PROCESS
The Retire With Peace Plan™
Balance Sheet
Optimizer™
We align your assets, income. and goals to create efficiency and reduce risk.
01
Wealth
Preserver™
We protect what matters most
and help your wealth last for
a lifetime and beyond.
02
Legacy
Protector™
We help you leave a lasting
legacy that reflects your values
and honors your loved ones.
03
CLIENT SUCCESS STORIES
Real Stories.
Real Impact.
Our clients value clarity, integrity. and a plan that truly fits their life.
Book Your Retirement Clarity Conversation
Years of saving still left Mary uncertain about retirement. Previous advisors created more pressure than clarity. We helped her understand how every retirement decision worked together, allowing her to move forward confidently without feeling overwhelmed or pushed into decisions.
Clarity Without Pressure”For the first time, I finally felt clear, confident, and never pressured.”
After losing her husband and nearing retirement, Bridget needed someone she could trust with life's biggest financial decisions. Together, we replaced uncertainty with clarity and built a retirement strategy that gave her confidence and peace of mind.
Trusted Through Transition”I finally had someone I could trust to guide my retirement decisions.”
Even after years of preparing for retirement, Debbie and Joe weren't sure whether everything was aligned. We simplified the moving pieces of their financial life into one clear, easy-to-understand plan that gave them lasting confidence.
Retirement With Certainty”We finally had a retirement plan we truly understood and trusted.”
Thomas wanted more than investment advice, he wanted someone who genuinely cared about his future. By providing personalized guidance and clear direction, we helped him make confident financial decisions without feeling judged or overlooked.
More Than Numbers”We finally felt valued beyond the numbers.”
Brandy and her husband wanted reassurance that they were making the right retirement decisions for their family. We organized and simplified their retirement strategy, giving them confidence that their future and their family's future was secure.
Confidence for Generations”We now feel confident our family's future is protected.”
Team
Meet the Professionals Behind Your Retirement Plan
Scott Soares
Legacy & LTC Specialist
Heather Schreiber
RICP Tax & Social Security Expert
Brett Riley
Wealth Protection & Income Specialist
YOUR ROADMAP TO CLARITY
Ready to Retire
With Peace?
Let's build a plan that gives you clarity today and confidence for tomorrow.
Book Your Retirement Clarity
Download Retirement Clarity Assessment