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.

06/01/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
05/29/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
05/27/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

When Should You Claim Social Security? Let's Map Your Strategy
05/25/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
05/22/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

The average college senior graduates with credit card debt. How will your kids manage money?
05/20/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Preparation can sometimes be all you need to make the impossible, possible.
05/18/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
05/15/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

You’re the conductor of your 401k, IRA and taxable savings.
05/13/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

When you choose to take Social Security might impact your retirement income. Find out how.
05/11/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

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

Website

https://www.finra.org/#/, https://www.sipc.org/

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