Retirement planning can be complex. At Retire Wise, we utilize a comprehensive and holistic retirement financial planning approach including: Full Analysis, Social Security Optimization, Investment Strategies, Taxes, Estate Planning, Insurance plus non-financial factors.
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. We analyze your situation to make personalized recommendations to accomplish your retirement goals, so you can Retire happy!
We also offer a personalized retirement analysis and report for a one time fee if you don't want full planning sevices.
We want to help you understand and maximize your Social Security benefits. We will guide you to optimize a claiming strategy and assist you to get the maximum social security benefits available. Don't leave money on the table. We can integrate this with your retirement plan.
The result is the peace of mind from knowing you’ll receive the most from your Social Security retirement benefits.
We also offer a personalized SSN analysis and report for a one time fee.
We are relentless in our search for investment opportunities to enhance your portfolio. We will work with you to achieve the right asset allocation, risk tolerance while diversifying the portfolio. Our scope extends to a variety of investments options, which we will customize to fit your needs.
We offer various packages and services to fit your needs. Including managing brokerage accounts and retirement accounts such as 401k's, IRA's and 403b's. Flat fee and % of assets under managemt are both available.
Protect yourself and your family with one of our personal lines of insurance. We offer auto, home, life, and personal umbrella insurance. We have you covered.
Purchasing long-term care insurance can give you peace of mind and protect the nest egg you worked so hard to build. You'll know that if you do become ill, you can afford the care you need and still have enough money left over so you and your spouse can live on. Plus, your kids won't be burdened with huge payments for your care.
Today, with fewer people covered by traditional pension plans, annuities can fill a critical gap in retirement portfolios by providing a guaranteed monthly check for as long as you live, no matter how the markets perform. Be confident knowing you’ll have protected growth for your future income and reliable monthly income for the rest of your life.
Every successful retirement plan and financial strategy starts with an excellent client relationship. Our mission and values include providing unmatched service and exceeding our client’s expectations.
We'll work with you to create a successful financial plan based around your specific goals. We also offer a number of other services, so we can work at protecting any and all of your personal assets.
Contact us today to customize a strategy that suits you and your future. We can build long- and short-term strategies that will help you realize your retirement success.
We have years of experience helping clients prepare for the unknown while meeting their retirement and financial goals.
We help our clients protect against what can go wrong, so they can invest in what could go right.
We show clients how to grow their retirement savings while protecting it from fees and market risk.
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. We analyze your situation to make personalized recommendations.
Then put together a plan and guidance, which includes accumulation/savings plan and a retirement draw down plan based directly on your needs and goals.
Acting as a fiduciary, we make sure your best interest is always upheld.
We believe in being transparent and educating clients on options.
Personable service - work with agents who care
Locally owned - we understand and care about our community
Retirement & Insurance partner - agents who continually look out for your best interests
Custom plans - plans & coverage built around your needs
Shawn and his team at Retire Wise are the best. Professional, knowledgeable and customer-focused.Jamie Barwick
Love working with Shawn! He listens to what our goals are and offers thorough, thoughtful suggestions on how to meet them. Love the individual attention and amazing service.Jon & Amelia Masterson
I worked closely with Agent Shawn Maloney. He is very thorough, responsive and listens well! I feel much more prepared for the future thanks to Shawn.Barry Lusk
Shawn has gone above and beyond providing us with great information related to our retirement. He is very responsive.April Barwick