Retirement can feel stressful.  

​  

You may be asking yourself: Am I going to be okay? Will we have to sacrifice our lifestyle? What happens if my health changes? What happens if one of us needs care?  

​  

Those questions became personal for me when my grandpa was diagnosed with Alzheimer’s.  

​  

He was a brilliant man — an engineer, artist, photographer, entrepreneur, father, and husband. But Alzheimer’s hit him fast.  

​  

Within a short time, my mom had to step in and figure out doctor’s appointments, insurance policies, bank information, long-term care questions, legal documents, and much more.  

​  

She was a full-time grade school teacher, and she was overwhelmed. Nothing was straightforward. Everything felt harder than it needed to be.  

​  

That experience opened my eyes to something I now see often in my work with retirees: the golden years are only “golden” when there is proper planning and organization.  

​  

My name is Braden Mosley. I have a BSBA degree in Finance, and after speaking with hundreds of retirees, I built a 5-step process to help people organize their full retirement.  

​  

Not just their Medicare transition.  

Not just their life insurance.  

Not just a basic annuity.  

​  

During my process, we:  

(1) Dive deep into your goals, income, expenses, savings, and more.  

(2) Build strategies and scenarios using top-tier planning software.  

(3) Pressure-test your plan with our life, health, and investment teams.  

(4) Decide on the best path forward for your needs.  

(5) Apply for and enroll in policies, then provide year-round service.  

​  

I’m also a Christian, a husband to a beautiful wife, and a dad to a 1-year-old boy with a very big personality.  

​  

Outside of work, I’m a former Division I athlete, fitness fanatic, and adventure racer (fun fact: my bachelor party was a 100-mile race through the Grand Tetons).

​

Adventure racing takes preparation, organization, endurance, and the ability to keep moving when things get uncomfortable. That same mindset carries into my work.

​

I believe retirement planning should be organized, personal, and built around the life you actually want to live, not just a spreadsheet.  

​  

When we work together, I’ll help you create a retirement plan organized in a leather binder and built around your retirement vision — so you can understand where you stand, what decisions need to be made, and how each part of your retirement fits together.