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Retirement Planning
Congratulations - Retirement is a great accomplishment.

Where to Begin?

You've worked hard, and you've achieved a lot. Perhaps now you're ready to review your plans for the future - but it's tough to know where to begin. Individuals today face an overwhelming variety of investments and concerns, and the greatest number of information sources ever.

We Can Help

At Spinnaker Wealth Management, we understand that planning your retirement is one of the most important steps you'll take - and the hardest to take alone. We work with you to determine your goals, and how to meet them, both before and after retirement.


Dale Kephart is a registered principal with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a Registered Investment Advisor.

© 2005 Spinnaker Wealth Management