Savor the Tropics with Every Bite!
Retirement Wealth Strategies is a team of experienced financial professionals dedicated to helping individuals navigate the complexities of retirement planning and achieve financial security in their golden years. We believe everyone deserves a comfortable and secure retirement, and we're passionate about empowering our clients to make informed financial decisions for their future.
Who We Are
Our team comprises seasoned financial professionals with diverse backgrounds in investment planning, insurance, and wealth management. We are:
- Bob Hanna, Founder and Owner: Inspired by a close friend's success in the financial world, Bob founded Retirement Wealth Strategies with a vision of helping individuals mitigate risks and achieve a secure retirement.
- Caitlin Hughes: An experienced financial advisor with a focus on comprehensive retirement plans.
- Mark Hughes: Partner and expert in navigating the complexities of investment planning.
- Jennifer Beard: Client Services Manager, dedicated to providing exceptional client service and building lasting relationships.
Our Expertise
We offer a comprehensive range of services to meet your individual retirement needs, including:
- Retirement planning and analysis: We assess your current financial situation, goals, and potential risks to create a personalized plan for your retirement.
- Investment planning: We develop and implement an investment strategy tailored to your unique needs and goals.
- Risk management: We help you identify potential risks and implement strategies to mitigate them.
- Estate planning: We review and advise on estate documents to ensure your assets are protected during retirement.
- Income planning: We create a sustainable income plan to ensure you have a steady flow of income during retirement.
Our Approach
We believe in a collaborative and personalized approach to retirement planning. We take the time to understand your unique goals, concerns, and financial situation to create a customized plan that aligns with your individual needs. We work with you every step of the way, providing clear communication and regular updates to ensure you feel confident and empowered throughout the process.
Schedule Your Free Consultation Today
We offer a complimentary 30-minute consultation to discuss your retirement goals and concerns and explore how we can help you achieve financial security in your golden years. Contact us today to schedule your consultation and take the first step towards a successful and secure retirement.
Recommendation
The recommendation by Terry Herderick is one of enthusiasm and satisfaction. The team at Retirement Wealth Strategy is described as knowledgeable and helpful, providing financial advice that has alleviated concerns and worries for the reviewer.
Appreciation
The team's expertise and guidance are appreciated by the reviewer, who feels that they have taken a significant burden off their shoulders. The reviewer expresses gratitude for the excellent financial advice provided.
Specific Feedback
The reviewer specifically mentions that the team is knowledgeable and helpful, highlighting their exceptional communication skills. The financial advice provided is also praised, having a positive impact on the reviewer's life.
