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Redesigning Your Retirement

Welcome to Sweet Financial, where your retirement dreams can become reality. Our exclusive Dream Architect^® process helps bring clarity and precision to your retirement planning. Specializing in high net-worth clients, our seasoned team crafts retirement plans that resonate with your life’s purpose, dreams, and financial objectives. Start your journey now, with us by your side.

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Awards, Recognitions & Publications*

How Can We Help?

At Sweet Financial, our goal is to help you pursue your goals, whether you’re
just getting started, preparing for retirement, or well into your golden years.

SET MY FAMILY UP FOR SUCCESS

I’m a young professional looking to expand my family, eliminate debt and help grow my wealth.

ACCUMULATE WEALTH AND PURSUE GOALS

I want to protect the wealth I’ve acquired and put it to work for me so I can continue to grow my assets.

PREPARE FOR RETIREMENT AND BEYOND

Retirement is approaching, and I want to make sure my family has the income we’ll need.

MAKE THE MOST OF RETIREMENT

I’m already retired and want to make sure my legacy is protected (and I don’t run out of money anytime soon).

Financial Planning

Tailored to You

The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.

Retirement Planning

Dream-Focused Retirement Goals:
With The Dream Architect® Process, we’ll carefully guide you through our four-step process to a defined and intentional retirement.

Estate Planning Coordination

Strategic Legacy Planning:
Using our trademarked Dream Architect® Process, we integrate estate planning seamlessly into your retirement blueprint, crafting a legacy that’s in perfect harmony with your retirement dreams.

Tax Efficiency Planning

Maximize After-Tax Returns:
Our family of advisors will create tax-efficient investment strategies such as tax-loss harvesting, asset location, and retirement account contributions to help reduce your tax burden and potentially increase your investment returns over time.

Wealth Transfer

Preserve Wealth for Future Generations:
Help ensure that your wealth is preserved and transferred according to your wishes. We can help minimize potential conflicts among beneficiaries and ensure a smooth transition of assets and wealth.

Investment Management

Professional Experience:
Our family of advisors have decades of experience managing investments that align with our client’s retirement dreams. We’ll help you ensure your investment strategy and risk exposure matches your dreams for the future.

Business Transition Planning

Smooth Succession:
Whether it’s passing the business to the next generation, selling it to a third party, or transferring ownership to employees, having a well-thought-out plan in place ensures that the transition happens seamlessly.

The Dream Architect Life Podcast

Wondering what’s next in life? Whether you’re readying for retirement, or already there, the Dream Architect Life Podcast prepares you for what’s next with the Five Pillars of the Dream Architect® Life.

Listen to the Podcast

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Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?

Retirement Readiness Quiz

Do you feel ready for retirement? Our quiz will give you a better idea of where you stand and how it relates to your goals.

Does your retirement plan stack up? Let’s find out.

Question 1 of 6

How old are you?

This number determines how much time you have to prepare for retirement.

Question 2 of 6

What is your current or most recent annual income?

Use your gross annual income before taxes and other deductions. This number helps gauge your ability to save.

Question 3 of 6

What are your total retirement savings so far?

This number should include 401(k)s, IRAs, etc., plus any employer contributions to help determine your retirement readiness as of today.

Question 4 of 6

How much do you save each month for retirement?

This number helps determine whether you’re on track to have enough money saved by retirement age. Be sure to include contributions going to your workplace savings account [e.g., 401(k), 403(b)] or IRA or another savings account. Don’t forget to include your employer’s contributions. Use your best guess if you don’t know the exact amount.

Question 5 of 6

How will your expenses change when you retire?

Keep in mind, your standard of living will likely change when you retire. Will your mortgage be paid off? Will you save money on your daily commute? Will you spend more on travel or entertainment?

I’ll spend less

I’ll spend the same

I’ll spend more

Question 6 of 6

How would you describe your investment style?

Conservative: Lower risk for capital preservation

Moderate: Taking on moderate risk for moderate returns

Growth: Accepting more risk to seek higher returns

What's my score

Your results are ready.

To view your complete retirement readiness results, please enter your information below.

e.g. 999-999-9999

Download a Complimentary Resource

3 Methods to Not Run Out of Money

What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.

Download Now

4 Mistakes People Make With Their First Million

Identify the next set of challenges you may face and avoid these common mistakes.