OUR PRIMARY PURPOSE
EMPOWER YOU TO MAKE CONFIDENT CHOICES AND THRIVE.
Thrive. was founded with the mission to empower you to realize your goals and dreams in retirement through education and professional guidance to Retire Your Way. We provide a custom-tailored plan that covers the 5 critical checkpoints of retirement planning. We have earned a reputation for excellence in the industry over the past 14 years. We believe there is no “one size fits all” solution which is why we created the proprietary Retire Your Way system. We are here to empower you in your retirement planning to help you choose the most efficient solutions to maximize the nest egg that you have worked hard throughout your life
to build.
DO YOU WANT TO SURVIVE
OR THRIVE?
This is YOUR retirement and it doesn’t look like anyone else’s. Let us help you create a customized plan that will give you confidence in retirement.
BENJAMIN HEIZER
PRINCIPAL & FOUNDER
| Lic#10518170
My mission is to empower you
to THRIVE in retirement.
Benjamin D. Heizer is the founder and creator of Retire Your Way. He has been involved in the financial services industry since 2004. A passionate educator who treats his clients like family, Ben has worked to simplify the complex issues affecting retirees today by creating the Retire Your Way system. Ben uses guided personal solutions (GPS) to address the five critical checkpoints on the Retire Your Way Roadmap—Growth, Income, Taxes, Healthcare, and Legacy—the result is a custom-tailored plan to help realize your goals and dreams in retirement. Through education and professional guidance, Ben will empower you to create a comprehensive retirement plan with solutions that match the purpose of your unique retirement needs. What he most seeks is to help provide the ultimate asset: peace of mind.
The THRIVE. legacy got its start in 2008 as Heizer Financial Group, Inc. For more than a decade, Ben and his team focused on safe money solutions. They have now evolved into a full-service wealth management company which includes a team of financial professionals to create your personalized retirement plan. Ben is a member
of the National Ethics Association, and services over 1,000 insurance clients in the Northern Illinois/Southern Wisconsin areas and throughout
the country.
The THRIVE. legacy got its start in 2008 as Heizer Financial Group, Inc. For more than a decade, Ben and his team focused on safe money solutions. They have now evolved into a full-service wealth management company which includes a team of financial professionals to create your personalized retirement plan. Ben is a member
of the National Ethics Association, and services over 1,000 insurance clients in the Northern Illinois/Southern Wisconsin areas and throughout
the country.
Ben currently resides in the northern suburbs of Illinois with his wife, Alyssa, and their four adorable daughters. When not in the office designing customized retirement plans, Ben volunteers as a worship leader in his church and regularly seeks opportunities to serve in his community. He looks forward to meeting with you and helping you on your journey to Retire Your Way.
MATTHEW TUCKERCFP®
GROWTH YOUR WAY SPECIALIST
Our mission is to empower you to Retire Your Way through education and guidance.
Matt is extremely passionate about working with clients. Understanding the unique personal and financial goals of every client he works with is one of his guiding principles. He brings strong attention to detail, listening skills and empathy to each interaction to ensure his clients feel empowered to achieve those goals in retirement. He prides himself on his integrity and professionalism because he believes those characteristics help him provide the highest level of service and are critical to building long-term relationships. In addition to working directly with clients, one of Matt’s primary roles is coaching and developing other advisors in all areas of portfolio and practice management, and he currently supports more than 150 advisors.
Matt earned his B.S. in Business with a concentration in Finance, and he also holds his CERTIFIED FINANCIAL PLANNER™ designation, which has been the standard of excellence for financial planners. As a CFP® professional, he has met extensive training requirements and commitment to the Board’s ethical standards, which require him to act as a fiduciary by putting his clients’ interests first.
Outside of work, Matt enjoys travelling with his wife of 18 years and their two children. He loves playing golf with his son, as well as watching him develop his talents as an artist and graphic designer. He also loves watching his daughter pursue her passions of horseback riding, ballroom dancing competitions, and ballet performances.
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Phone: 847.497.0434
Office Locations:
13200 Globe Dr
Suite 112
Mount Pleasant, WI 53177
13200 Globe Dr
Suite 112
Mount Pleasant, WI 53177
200 Tri State International
Ste. 500
Lincolnshire, IL 60069
Ste. 500
Lincolnshire, IL 60069
Temporary Space:
13200 Globe Dr
Suite 112
Mount Pleasant, WI 53177
13200 Globe Dr
Suite 112
Mount Pleasant, WI 53177