Achieve a work optional lifestyle and make everyday a Saturday
You can achieve radical peace in retirement, but it doesn't start with a pie-chart. It takes planning. That's where we come in.
About Us
The Retirement Wealth Roadmap
Why are you here?
Most retirees don’t run out of money first — they run out of certainty.
They wake up with questions that never quite go away. Am I spending too much? Will the market take this away? How long will this really last?
That quiet anxiety chips away at what retirement was supposed to feel like — the freedom, the joy, the open space to live life on your own terms. Instead of abundance, it starts to feel like scarcity.
At Retirement Wealth Professionals, we don’t sell optimism. We build resilience. Our approach is designed to make you antifragile — to create a financial life that although isn't immune to volatility, it doesn't have to be feared.
Because peace of mind isn’t a feeling. It’s a function of structure, discipline, and clarity — knowing that your plan is built to withstand the unpredictable and still deliver freedom on the other side.
That’s the point of The Retirement Wealth Roadmap™ — to replace uncertainty with clarity and control. So you don’t spend retirement managing money, but directing life. Because real wealth isn’t measured in returns — it’s measured in the freedom to use your time exactly as you choose.
The Retirement Wealth Approach
We believe that many conventional options for managing money during retirement are simply incapable of solving all of the simultaneous needs and requirements of the modern retiree. We believe that too much emphasis is being placed on individual investment products. The Retirement Wealth Roadmap has been developed and refined to put all of the pieces of your financial puzzle together. It is designed to continually adapt as your life and world evolve so you are empowered to make good financial decisions
Retirement Income Architects
The RWP Lifetime Income Portfolio is a fully customizable retirement income planning model that is designed to address and solve significant areas of need for most typical retirees.
This means providing income, growth/preservation of principal, and liquidity for emergencies all at the same time while also seeking to minimize volatility and achieve predictability with income.
Fiduciary Asset Management
Retirement is ultimately about dignity and independence. Those two become more expensive every year.
We believe owning shares of the great businesses in the United States and the world gives retirees the greatest probability of maintaining the power of their purse throughout retirement.
Our institutional asset management process is mathematical, repeatable and non-emotional so that you can enjoy your retirement.
Tax-Forward Planning
How are you navigating the new tax laws? Which account do you pull from as you draw down your assets? How do you create the most tax-efficient income for the rest of your life? While most tax planning focuses on rear-view planning, with shoeboxes of receipts, our Retirement Wealth Roadmap will help you develop an integrated income plan to help reduce and eliminate taxes on your retirement income where possible.
HealthShield
When your employer is no longer there to vet, purchase, and implement your health insurance needs, you need a trusted fiduciary healthcare specialist. Our Roadmap process will help you navigate the Medicare maze to align with your highest care and wellness priorities. We'll also help you understand and integrate cutting edge Long-Term Care solutions so less of your life savings go to Doctors, hospitals, and assisted living facilities.
Stewardship & Legacy
Legacy is more than the dollars you want to leave. We challenge our clients to think outside the box, to consider and then communicate the experiences, setbacks and even the failures that helped shape their success. The goal is to abolish entitlement and instead empower future generations to not just make a living, but create a life. In this part of the process, we'll help you create and secure the foundations of a meaningful estate and succession plan.
Our Clients
We work with people who want to chart their own financial future. The path forward isn't dictated by their employers or government programs- it's built by the choices you make everyday. Our role is to give you the tools and strategies to take command and move with confidence.
Real panoramic planning starts with your vision, with what it is you are actually trying to achieve. It's simple, but not easy, and we can't answer that question for you. Our clients know that clarity brings confidence and control. We have the ability and expertise, but none of this works without your effort, energy and commitment.
Our clients, those who are in and approaching retirement and are looking for certainty in a crazy world, see us as their Chief Retirement Officers. We think about Social Security, tax law changes, stock market volatility and how it impacts income streams, and rising healthcare costs- so they don't have to. And we do it with our clients best interest in mind.
Want to make everday a Saturday? Let's Connect
Whether you are just looking for a sounding board right now or are ready to implement your own Retirement Wealth Roadmap, we're here to serve you.
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Retirement Wealth Pro (RWP) is not affiliated with or endorsed by the Social Security Administration, Medicare, the Security Exchange Commission (SEC), or any other government agency. RWP does not provide tax, estate, or legal advice. Consult with your tax, estate, or legal professional prior to making any financial decisions for your personal situation. Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. Retirement Wealth Professionals and CreativeOne Wealth are unaffiliated entities. Licensed insurance professional.