Helping You To and Through Retirement

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This site was created to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, insurance/risk management and wealth preservation. Most importantly, we hope you see the value of working with a CERTIFIED FINANCIAL PLANNERTM professional, Denise Calkins-Younquist, to pursue your financial life goals.

We believe that everyone has the ability to save and spend thoughtfully.  By working with you during your primary wealth accumulation years, we can better position you to enjoy your "retirement" years.  Everyone deserves the right to relax in retirement and with our Wealth Accumulation, Investment Management & Retirement Coaching we can help you reach and sustain that place in your life.

We’re here to help educate you about the basic concepts of financial management.  We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Denise is associated with Preferred Partners, a local Office of Supervisory Jurisdiction (OSJ) which provides her access to a regional team of colleagues to collaborate with.





Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.