Secure Your Future with The Retirement Team
Expert Retirement, Financial And Tax Planning
The Retirement Team specializes in crafting personalized retirement strategies.
About Us
At The Retirement Team, we understand that planning for retirement can feel overwhelming. That’s why we’re here to provide independent, unbiased, and fiduciary advice tailored to your unique goals. With over 50 years of combined experience, our team brings their expertise and dedication to every client interaction. Roger Shumaker, a seasoned financial advisor, along with an in-house tax specialist, work together to ensure your retirement plan is both comprehensive and tax-efficient, so you can keep more of your hard-earned money.
Our firm stands out because we are able to incorporate investment and income planning, tax planning and Social Security optimization as part of your retirement plan. Our team can provide all of these services while other firms may not.
Retirement should be a time of freedom and fulfillment. Let us help you create a plan that turns your dreams into reality.
Our Services
The Retirement Team offers a comprehensive suite of services designed to secure your financial future and optimize your retirement experience.
Retirement Planning
Our retirement planning services ensure a smooth transition into your golden years with a focus on sustainability and growth.
Tax Planning
We provide expert tax planning strategies to minimize liabilities and maximize your savings, tailored to your unique financial situation. Retirees are one of the highest and most unfairly taxed groups in America – let us help.
Investment Management
Our investment management services are designed to grow your wealth through strategic asset allocation and market analysis.
Connect With Us
The Retirement Team is available to assist you with your retirement planning needs. We welcome you to reach out during our office hours: Monday through Friday, 9:00 AM to 5:00 PM. Whether you have questions or need to schedule a visit, we’re here to help you plan for a secure and fulfilling retirement.
Schedule Your Complementary Review Today
Take the first step towards a secure retirement by contacting The Retirement Team. Our goal is to help you find money that is needlessly falling through the cracks.
We also offer tax planning solutions to position you for retirement.
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