Your Retirement Deserves More
Than a
Spreadsheet.

Hi, I'm Jim Rasberry — and I'm probably not like other advisors you've met.

You may have seen me on HGTV's Home Town — and yes, that's really me. After 10 seasons of being the adventurous side kick with Ben and Josh, I have become known as Ben's bud, Erin's cousin, Mallorie's husband, and most importantly, Lucy and Lottie's dad. But my day-to-day passion is helping retirees navigate one of the most important chapters of their lives: making sure the money they worked decades to save actually lasts and keeps working for them.

I've been doing this for over 20 years. I've seen bull markets and crashes, interest rate spikes and near-zero environments, early retirements and late ones. What I've learned is that the best financial plans aren't built on spreadsheets — they're built on real relationships and honest conversations.

That's why I keep my client relationships personal and my dinner events small. I'd rather sit across from you than send you a brochure. If you're curious whether there's a smarter way to structure your retirement income — even if you already have an advisor — I'd love to talk.