The Retirement Planners

The Retirement Planners The Retirement Planners is a registered investment advisory. Listen to our radio show on & NEWS RADIO 92.3 AM 1620 at 9 AM every Saturday. Member FINRA, SIPC.

The Retirement Planners is dedicated to helping individuals at all stages of the retirement planning process, whether just starting out, transitioning into retirement, or already enjoying the Golden years. We provide individualized solutions for a comprehensive range of financial matters. It is our firm`s belief that the best client is an educated client. Our goal is to provide the most current tr

aining and up-to-date information available to allow you to enjoy your retirement years with confidence and security. Check the background of this investment professional on - See more at: http://brokercheck.finra.org. Securities offered through Silver Oak Securities, Inc. Fee base advisory services through The Retirement Planners, USA, LLC a registered investment advisor not affiliated with Silver Oak Securities, Inc.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
06/26/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
06/24/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
06/22/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through t...
06/19/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Compare Roth and traditional 401(k) options to see which may work better for your situation.

A good professional provides important guidance and insight through the years. Explore what that means in this helpful p...
06/17/2026

A good professional provides important guidance and insight through the years. Explore what that means in this helpful piece.

A good professional provides important guidance and insight through the years.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
06/15/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
06/12/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
06/10/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
06/08/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could ...
06/05/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Estimate how much you may earn over your working years based on your current income.

Address

8001 N 9th Avenue
Pensacola, FL
32514

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 9am - 5pm

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