Bigger than buying a car or a home, retirement is the biggest financial decision you will make. And many of the decisions that go with it cannot be undone.

Putting together the pieces that go into a retirement income plan takes skill and training that the average financial planner doesn’t have. What you need is a specialist, not a general practitioner. We’re retirement income specialists.

And remember, retirement planning doesn’t mean you must retire. It means you want to reach a point where you don’t have to go to work each day to earn a living. A point where you can choose what you want to do with your time, and how you want to contribute. The right planning helps you get there faster.

We may be a good fit to work together if you:

• Prefer to delegate to an expert so you can go out and enjoy your retirement
• Want to know that your spouse will be taken care of
• Value having a “certainty of outcome” over “beating the market”
• Worry that future higher taxes could impact your retirement
• Want your investment, tax, and estate plans working together to achieve your goals

Kory A. Holker

ATA, AIF®

Kory Holker is an Investment Advisor Representative (IAR) who has been cited in Star Tribune, NBC, ABC, CBS and Fox for specializing in helping pre-retirees find potential solutions for their retirement and tax planning.

Kory is also an Accredited Tax Advisor (ATA) and an Accredited Investment Fiduciary®.

Kory’s values-based financial planning technique has helped hundreds of clients in multiple states create a plan to make the rest of their life the best of their life.