Retire Wise

A Fiduciary Standard of Care: As an Investment Adviser Representative, we have a fiduciary responsibility to act in our clients’ best interest when offering or recommending investment advisory products and services. Whether your retirement is down the road, right at hand, or already happening, we’re here to help with personal guidance through a wide range of services and strategies.

We help clients grow and preserve their retirement savings so they can retire with confidence! Giving them peace of mind about their future using our transparent, comprehensive approach to planning and our Retire Happy FrameworkTM.

Customized and holistic strategies designed to meet your goals and risk tolerance. We analyze your situation to make personalized recommendations. Every successful retirement/financial plan starts with an excellent client relationship. Our mission and values include providing unmatched service and exceeding our client’s expectations.

We believe in being transparent and educating clients as we go, not just throwing numbers and a plan at them. Part of the planning also includes what else goes into your retirement happiness and wellbeing, beyond the finances.

A Full-Focus Financial Process:

It all starts with The Retire Happy Framework™ where you will discover:

1. The WHY – Your Goals and Purpose 
2. The HOW – Our Strategies and Service 
3. The YOU – A Prioritized, Personalized Plan

Building Your Retirement Vision, from the Framework to the Full Picture. Designing your fiscal house to weather the elements. 

• Retirement Planning
• Wealth Management
• Complimentary Analysis
• Retirement Income & Drawdown Plan
• Tax-Efficient Strategies
• Medicare and Supplements
• Retirement Plans for Small Businesses
• Investment Portfolio Management
• Social Security Optimization
• Legacy Planning
• 2nd Opinion Review
• Tax Strategies for Small Businesses
• Life Insurance: Term & Permanent
• Annuities
• Long-Term Care Plans

20+ years of experience in the financial services industry | Published author in retirement planning | Member of National Ethics Association

•Featured articles in: Kiplinger, Yahoo Finance, USA Today, Benzinga Financial News & Media, Market Insiders, Financial Services Review and Investing.com

As seen on: Fox, NBC, ABC and CBS

Retire Wise, LLC is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. Insurance products are offered through the insurance business Retire Wise, LLC. The insurance products offered by Retire Wise, LLC are not subject to Investment Adviser requirements. Among the Best of Gwinnett" is an annual survey conducted by Gwinnet County. Since Gwinnett is a broad, diverse, and opportunity-filled area, they recognize deserving businesses that may not get enough votes to win the "Best of," but still achieve great regional recognition as Among the Best of Gwinnett winners. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner. The majority of voters may not be clients of Retire Wise, LLC. The designation is not representative of any one client's experience and is not indicative of future performance.

Review number 2957203 - 04/25