Every goal needs a plan.

We fit all of your needs and dreams into one clear financial strategy.

Get started in 3 Easy Steps

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Using the Lipscomb Investment Group plan, we’ll examine your current financial situation and determine your retirement needs.

Receive a custom strategy to help you reach your unique retirement goals.

money-last-whitepaper (1)

Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

TBD
Retire Right
6:00 pm | Auburn Chamber of Commerce

Get to Know Our Team

Discover how we help individuals and families achieve their ideal retirements.