Retirement strategies that go beyond.

Guided by our founder, Nick Rothrock’s personal dedication to helping clients follow through on their retirement visions, our approach to retirement strategies offers more than a simple collection of tactics or products.

Learn more about our founder, Nick Rothrock, and how his experience and expertise guides our unique approach to retirement.

Meet Nick


Nick Rothrock is a dedicated financial professional offering life insurance and retirement income planning. Inspired by personal experience with financial hardship, Nick uniquely understands the common pitfalls that can jeopardize financial success. This insight fuels his passion for guiding others and helping them follow through on their financial goals. He fosters genuine relationships with clients, guiding them with a dedicated, caring and intelligent approach. 


Nick is motivated, detail-oriented and creatively identifies the best paths forward for his clients while prioritizing authentic communication and dedication. Armed with a BS in marketing, Nick brings expertise from diverse professional backgrounds, including information security, consulting, enterprise sales and entrepreneurship.


Outside of work, Nick enjoys traveling, woodworking and continuous learning. As a passionate lifelong learner, he thrives on helping others and values showing clients his dedication through premium service and unprompted referrals. His goal is to leave clients better equipped to avoid common financial pitfalls they may face in retirement and help to ensure they are on their way to achieving lasting financial success.

Retirement insights for the road ahead

Helping you learn is a key part of who we are and what we do. Check out this collection of fact-packed resources handpicked just for you.

Maximize Your Social Security Benefits:

Separating Fact From Fiction

understanding RMD Options:

The Key to More Money, Less Stress in Retirement

understanding sequence of returns risk:

To Avoid Common Retirement Pitfalls