We Provide Retirement Planning Services to Help Give You Financial Peace of Mind.

You deserve the best retirement possible. Let us help guide you to financial peace of mind with our retirement planning services.

Retirement Planners of America offers a comprehensive approach to financial and retirement planning that goes beyond just managing your nest egg.

If it’s important to you, then it’s important to us. That’s the way it should be among friends.

Meet with one of our advisors today to help you with:

  • Defining your retirement lifestyle. How much income do you need in retirement? How will you generate the income to support your unique lifestyle? Let us make a plan for you!
  • Making Social Security decisions. The wrong decision about when and how to take Social Security could cost you thousands of dollars in benefits. Let us help you make the right choices!
  • Estate planning and inheritances. Whether you want to ensure your estate is in proper order or you’d like to find the best way to manage an inheritance, we can help.
  • Medicare and long-term care planning. Medicare and a long-term care policy are important to your health, lifestyle and retirement plan. We can help you choose the options that best fit your unique situation.
  • Your financial needs after losing a loved one or divorce. If you’ve lost a loved one or are going through a divorce, you don’t need the added stress of navigating the financial ramifications alone. Let us help you.
  • Income tax planning. Income tax can be one of the biggest expenses you face in retirement. We can help you navigate this critical issue.
  • Ongoing financial education. Stay informed with newsletters and podcasts that address finances, the current market, and retirement lifestyle issues. Visit our Retirement Education Resource Center.

Learn about Social Security, income tax planning, and other issues that can affect your financial and retirement planning.

Watch a short on-demand webinar.

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Our Retirement Planning Services

Financial and Retirement Planning

Our firm specializes in retirement planning. We can provide:

  • An analysis of your income needs.
  • Development and implementation of a comprehensive retirement plan.
  • An overall review of your individual financial situation.
  • Recommendations regarding employer-sponsored retirement plans like IRAs and 401(k)s.
  • Regular market updates.

Investment Management

Each member of our team is a Chartered Retirement Planning Consultant (CRPC©). Our advisors also have a fiduciary duty to our clients, so we  are required to always put your interests first. With a comprehensive retirement plan approach, our consultants:

  • Review your investments and provide financial advice on your portfolio.
  • Frequent in-person meetings to review and evaluate your investments and update your financial objectives.
  • Quarterly re-balancing of your portfolio to help reduce
  • Recommendations regarding allocations within your employer-provided retirement plans such as 401(k)s.
  • Aggregation of all your accounts to simplify and reduce paperwork.
  • Sell strategy.
  • Buy strategy.

Family Legacy Planning

Our comprehensive retirement planning approach helps you protect your family and ensure your wishes are carried out. This includes:

  • Guidance on the appropriate and necessary steps in the event of the death of a loved one.
  • An analysis of existing estate plans.
  • Recommendations for estate plan options, including the option to meet with an unaffiliated attorney for a complimentary estate planning consultation.
  • Assistance in establishing and transferring assets to various types of trust accounts.
  • Guidance on the challenges of establishing an independent trustee versus appointing a family member.
  • Helping trustees through challenges of establishing an independent trustee versus appointing family.
  • A review of beneficiary designations and assistance with the probate process.

Income Tax Planning

Our holistic approach to retirement planning includes a review of your unique tax situation.

Our goal is to help you potentially reduce tax liability and maximize your eligibility to contribute to your retirement plan when possible.