Philosophy









Joe helps you find solutions to all your retirement planning needs. He helps you develop strategies for your future, your family, and your estate.





Joe and Christopher Yard know how important family is to their clients. Joe, as a father and business owner, he knows the value hard-working people place on security. He also understands how overwhelming retirement planning can be.



As a CFP, Joe helps pre-retirees and the recently retired develop strategies to achieve their goals. In three decades of service, Joe's served generations of families. He's been a caring guide, removing the burden of retirement and estate planning and asset management so his clients can better enjoy the fruits of their labor.



Most of Joe and Christopher's business come from referrals. Clients, attorneys, and accountants who have worked with them know and share the respect for their independent, objective service. Joe and Christopher believe in making a difference, and pride themselves on the long-term impact they've made over the years.


 











Retired clients appreciate the ability to winter in warmer climates or spend more time with their families, knowing all the while their finances are in good hands. Working professionals enjoy both Joe and Christopher's responsive nature, customized solutions, and the sense of confidence their planning provides.



Joe and Christopher work tirelessly to create a comfortable environment for their small client community. From his scenic office on Fish Lake to his ability to listen and learn the personal side of their financial lives, they work to make people feel at ease with them and with the retirement planning process.