Retire Wise provides retirement planning, social security optimization & timing analysis, portfolio management, as well as insurance coverage including home, auto, life, and umbrella to residents around the greater Atlanta Georgia Metro area. We'll work with you to create a successful financial plan based on your specific goals. We can show you how to grow your retirement savings, while protecting it from fees and market risk. We also offer a number of other services, so we can work at protecting any and all of your personal assets. Certified Retirement Specialist and Licensed Agent. Contact us today to learn more about how we can help you plan for the future!


Retirement Planning

Retirement planning can be complex. At Retire Wise, we utilize a comprehensive and holistic retirement financial planning approach including: Full Analysis, Social Security Timing, Investment Strategies, Portfolio Management, Taxes, Estate Planning, Insurance, Risk Tolerance, plus non-financial factors. We account for variables that come into play when building your personalized recommendations to accomplish your retirement goals. Retire happy with proper retirement planning!

We also offer a personalized retirement analysis and report for a one time fee if you don't want full planning services.

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Social Security Optimization

We want to help you understand and maximize your Social Security benefits. We will guide you through the claiming strategy process 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 offer a personalized SSN analysis and report for a one time fee. 

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Personal Insurance Lines

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. 

Life Insurance

Auto Insurance

Home Insurance

Personal Umbrella Insurance

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Investment Management

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 management are both available. 

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Long Term Care Insurance

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.

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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.

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