Why Us

Bigger than buying a car or a home, retirement is the biggest financial decision you will make. And many of the decisions that go with it cannot be undone.

Putting together the pieces that go into a retirement income plan takes skill and training that the average financial planner doesn’t have. What you need is a specialist, not a general practitioner. We’re retirement income specialists.

And remember, retirement planning doesn’t mean you must retire. It means you want to reach a point where you don’t have to go to work each day to earn a living. A point where you can choose what you want to do with your time, and how you want to contribute. The right planning helps you get there faster.

Kory Holker

Kory A. Holker

ATA, ChFEBCSM

Kory Holker is an Investment Advisor Representative (IAR) who has been cited in Star Tribune, NBC, ABC, CBS and Fox for specializing in helping pre-retirees find potential solutions for their retirement and tax planning. In addition to being a Chartered Federal Employee Benefits ConsultantSM, Kory is also an Accredited Tax Advisor (ATA) and a fiduciary.

Kory Holker is the creator of the Increasing Retirement Income Solution (IRIS). The IRIS plan is designed to provide lifetime, increasing income during retirement while minimizing taxes paid. Kory has helped hundreds of clients in multiple states to work towards their financial goals by utilizing the concepts found in IRIS plan.

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Kody B. Holker

JD, ChFEBCSM

In addition to being a Chartered Federal Employee Benefits ConsultantSM, Kody Holker is a wellrespected public presenter in the areas of: Federal employee benefits, income & financial planning, asset protection, tax planning, estate planning, social security maximization, pension planning, and nursing home planning. He has spoken on these topics around the nation to public and private groups.

As an Investment Advisor Representative (IAR), Kody is a fiduciary who helps clients plan for retirement in a one-stop-shop manner. In addition to providing financial advice, as an attorney, Kody can provide estate planning advice to his clients.

Kody has helped thousands of clients with their most intimate planning in order to work towards their goals, and he looks forward to the opportunity to assist you with your planning.