We would like to give a shout-out to the individuals and companies below for helping us achieve our goal and put our itinerary together.
Orth Financial Group
Orth Financial Group is a private wealth advisory practice of Ameriprise Financial Services. Katherine Orth CRPC™, APMA™, Katie is our financial advisor.
Katie has known about our desire to travel for some time. However, the timing of our notification and retirement was a bit of a shock, as I think Katie saw us working until we are 70 and beyond, as all good financial planners do! 😂 After her initial shock, she recovered and helped us implement a plan.
Creative Travel
Once we pulled the trigger on the master plan, we needed to book several cruises, including several back-to-back where you stay on the same ship. We already had a couple of cruises booked, but this was getting complicated, and we wanted a travel agent we could sit in front of to discuss our plans. Searching North Delaware, we came across Bob Older and Creative Travel Inc. Bob has a storefront in Newark, Delaware.
On one cold Saturday, we sat in front of Bob, chewed over our plans for a few hours, and dovetailed in other cruises with the existing plans.