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“The question isn’t what age I want to retire, it’s at what income.”
George Foreman

Retirement Investing

Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous. 


Ask Yourself These Questions

- What is a Strategy Driven Retirement Plan?

- Whats your current advisors strategy for your retirement?

Are you Retirement Ready?

- What's YOUR number?


At Tonka Financial Services, we understand the many concerns individuals and families face as they prepare for retirement, whether that is fifteen years away or you are already retired. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.

Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, objective advice and guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.

Consider getting a second opinion on your retirement

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~Starting Out~<br />First Steps to Smart Investing

~Starting Out~
First Steps to Smart Investing

Determining the right fit for your money is the best place to start.  We take the time to understand your needs and goals to get you the best strategy for success.

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<br />~Getting Started With Us~


~Getting Started With Us~

First we get a clear understanding of your situation, wants & needs.  Then we engage you in our process.

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<br />~Living in Retirement~<br /><br />


~Living in Retirement~

What happens now?  
You did the work, now put it to good use.

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-Tonka Financial Utilizes ATS Software-

-Tonka Financial Utilizes ATS Software-

The ATS software can be utilized as a stand-alone financial planning tool to illustrate a "roadmap" to retirement for clients, or as an effective implementation tool for other financial planning softwares.

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To answer any questions, or to schedule for a free assessment of your situation, please fill out this form.

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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?
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