Our mission is to make confident retirement accessible to everyone
PlanMyRetirement was founded in 2006 by a group of financial advisors who kept seeing the same story play out: hardworking people reaching their 60s without a clear plan, scrambling to make up for lost time.
We built this firm to fix that. Our approach is personal, transparent, and fiduciary — meaning we're legally and ethically obligated to put your interests first, always.
Today, we serve over 12,000 clients across the country, helping people from their 30s through their 80s navigate every phase of the retirement journey.
Your best interest is our only interest. We don't earn commissions — ever.
Clear fees, honest projections, and no financial jargon without explanation.
Every client gets a real advisor, not an algorithm. Real conversations, real guidance.
Our team of CFPs, CPAs, and retirement specialists brings decades of combined experience to your plan.
25+ years in retirement planning. Former VP at Vanguard. Specializes in income planning and tax efficiency.
Expert in Roth conversions, RMD strategies, and tax-efficient withdrawal planning for high-net-worth retirees.
Focuses on Social Security optimization, annuities, and pension analysis to maximize lifetime income.
Portfolio management, risk analysis, and long-term asset allocation for clients across all life stages.
Registered Investment Advisor with the U.S. Securities and Exchange Commission.
All lead advisors hold the CFP® designation — the gold standard in financial planning.
We operate as fee-only fiduciaries — no commissions, no conflicts of interest.
Recognized by Forbes, Investopedia, and NAPFA as a top retirement planning firm.
Your first consultation is always free. No commitment, no hard sell.
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