All under one roof

We make retirement planning simple

Expert

Investments & Financial Planning

Our independent financial consultants are fiduciaries, legally bound to represent the client's best interests.

Expert

Insurance, Medicare & Social Security

Founding partner Kimberly Falbo has nearly 30 years of experience in helping clients with their insurance and retirement needs. She is certified in insurance, Medicare and Social Security.

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Expert

Legacy & Tax Planning

We'll help you legally maximize your potential tax savings and create the legal documents that ensure that loved ones are protected.

Education Hub

We believe an educated client makes a happy, successful retiree. And with all the changes in rules and regulations, it’s nearly impossible to keep up! That’s why RetirePro’s Retirement Education Hub is a complete educational resource that helps keep our clients informed and making good decisions.
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BOOK A SPEAKER

Our extensive background in financial and tax planning with an expert understanding of government programs like social security, Medicare, Medicaid, Veterans’ benefits, and more puts us in a unique position to make ourselves available as guest speakers for any occasion where you'd like an expert to discuss any topic related to financial literacy and retirement options.
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What RetirePro Can Do For You

RetirePro provides a comprehensive suite of plans and solutions with expert advisors that focus on each client’s individual situation, unique needs and specific goals. Driven by the ideal that every person deserves to have an amazing retirement, we guide our client’s towards making the best choices for the next stage of their lives by guiding our clients to keep as much of their money as possible through proper planning so they can retire happy.

SOCIAL SECURITY
Timing is everything. We help our clients evaluate the best age at which to claim their benefits, based on their current situation and future needs.
FINANCIAL & TAX PLANNING
We monitor our clients’ investments to provide a perfect balance of returns, risk management, and tax management.
ESTATE PLANNING, WILLS & TRUSTS
Our In-House Legal Counsel works with our clients to help them create the legal documents that ensure their loved ones are protected.
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MEDICARE
Medicare options and rules are constantly changing. We help our clients pick the plan that will meet their needs, maximize the benefits they’ve earned and save them money.
MEDICAID PLANNING
We help clients navigate the complexities of proper Medicaid planning to help safeguard against potentially devastating financial consequences.
LIFE INSURANCE AND LONG TERM CARE
We help clients get the peace of mind that comes with knowing they have ensured a safe future. We provide information on the options, cost and coverage of all insurance options available.
 
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Get your free Retirement Plan Review

Our goal is to provide our clients with comprehensive retirement planning services all under the RetirePro umbrella. At RetirePro, our knowledgeable advisors have a fiduciary duty to guide our clients toward the options and plans that best fit their unique needs. And because we work as a team, our clients can feel confident that each component of the plan supports their ultimate goal: for the best possible retirement years.
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At RetirePro, “We’re Happy to Help”.