WELCOME TO PUBLIC RETIREMENT PLANNERS

Public Retirement Planners is an independent financial services company that specializes in helping Baby Boomers with their financial planning, investment management, and asset protection needs. Our mission is simple: to help Baby Boomers enjoy financial security during retirement by planning and investing according to each client's unique financial fingerprint. We operate strictly using a consultative approach to financial planning and as a fiduciary, we are legally obligated to act in the best interest of our clients.

FINANCIAL PLANNING

A comprehensive financial plan analyzes all aspects of your personal finances: Investments, Insurance, Estate Planning and Taxes.

INVESTMENT MANAGEMENT

We partner with TD Ameritrade to deliver sound portfolio management at a reasonable cost.

INSURANCE

As independent insurance agents, we use a variety of insurance carriers to find the ideal solution for our clients.

CASE STUDIES

Read through a few of our case studies to see how we’ve helped past clients!

Case Study # 1
Married and retiring within 10 years

Case Study # 2
Married and recently retired

CASE STUDY #3
Married and approaching retirement

THE MOST POPULAR AGE TO TAKE SOCIAL SECURITY IS...

Age 62. Many people know that for the most part, age 62 is the earliest you can start taking Social Security (some exceptions apply). But did you know it’s also the age when most people begin taking Social Security?

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