Give Us A Call:  (866) 203-7486

Give Us A Call: (866) 203-7486
Wake Up with
Sam, Andi & Luke
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Every Saturday morning, Sam, Andi and Luke host their radio show, “Your Retirement,” Saturday and Sunday mornings at 9:00 AM on WTAQ AM 1360 or 97.5 FM. During the program, you’ll gain a deeper understanding of retirement today and how you can prepare your finances for your future.

“Your Retirement” hosted by Sam Duell, Andi Schooler and Luke Van Abel

Saturday and Sunday mornings at 9:00 AM on WTAQ AM 1360 or 97.5 FM.

Watch us weekly on

WFRV(CBS) Channel 5

Your Retirement TV


Listen to the “Your Retirement” Podcast,  hosted by Sam Duell.

Sign up to receive our complimentary Retirement Lifestyle Review, a comprehensive and custom analysis of your portfolio.

Now Offering Virtual Meetings

We care about our community and we know how important your finances are to you. We are now offering virtual appointments to help answer your important questions.

Schedule Your Virtual Appointment Today!