(813) 961-1130
ABOUT US
Our founder
Kimberly Falbo — Founder of RetirePro
Kim Falbo, RSSA, NSSA, LUTCF, has been helping individuals with their retirement needs since 1993. It’s a subject she’s passionate about, resulting from watching her grandparents and parents be denied access to key benefits because of a lack of knowledge. 💡
As a professional, she's committed to providing the education, information, and options people need to allow them to make informed decisions. Together with her team of highly specialized professionals, Kimberly delivers a range of retirement planning services with one objective in mind: to help clients prepare for the next stage of their lives.
EDUCATION THAT EMPOWERS
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 Retire Pro’s Retirement Education Hub is a complete educational resource that helps keep our clients informed and making good decisions.
MEDICARE & SOCIAL SECURITY
Kim is certified in insurance, Medicare and Social Security and has nearly 30 years of experience in helping clients with their insurance and retirement needs. We’ll help you find the best Medicare plan to maximize your benefits. We also offer a Social Security Navigation Review to help you get the most money. Our Medicare and Social Security reviews are always complimentary.
INVESTMENTS & FINANCIAL PLANS
Retire Pro’s investment advisors create custom tailored portfolios, using a blend of experience, market research, risk tolerance and customized Method & Inspire Portfolio Strategies. Take comfort knowing that our independent financial consultants are fiduciaries, legally bound to represent your best interests.
LEGACY & TAX PLANNING
Retire Pro fellow partner Gabriel Falbo, Esq. is a distinguished and experienced attorney who can help you legally maximize your potential tax savings. He has four decades of experience in handling wills and trusts, estate and tax planning. In keeping with Retire Pro’s educational commitment, we feature free seminars and content.
EDUCATION HUB
Check out our complete educational resource page that helps keep our clients informed and making good decisions.
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BOOK A SPEAKER
With so much information to share, we can't wait be a guest speaker at your next event and empower your audience with knowledge.
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OUR SERVICES
MEDICARE
Let RetirePro answer all your questions about Medicare qualifications. We provide a free benefits review.
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WEALTH MANAGEMENT
Your dedicated RetirePro advisor is committed to helping you protect and multiply your money.
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TAX PLANING
Learn how this year's tax laws will impact your money by contacting RetirePro today.
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TESTIMONIALS
Really nice to work with Kim ... exceeds expectations!REGY VARGHESE
Kim is FANTASTIC at customer service and she is always watching out for her client's best interests by keeping up with new products and ways to save her client's money. I highly recommend her as an insurance agent!Suzanne Dai