FINANCIAL PLANNING
SERVICES

The expert advisors at RetirePro are here to help you plan for the future you want. No matter what goals you have for the future, there's a solution to help you get there. Contact one of the helpful advisors at RetirePro for a free planning session. We offer comprehensive plans tailored to each person's individual needs.

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impartial advice tailored to you

You have goals for the future. RetirePro is here to help you meet those goals. Each and every portfolio is tailor-made for the client's objectives and priorities. Our investment advisor representatives start by listening to you and completing a thorough financial assessment. Your portfolio is then designed with you in mind, from your investment objectives to your risk tolerances. Because we are not commission-based, we can provide objective advice that pairs the right products with your particular needs.

Plan today for a better tomorrow

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Education first

We want every client to understand their investments, which is why our first goal is education. Knowledge delivers peace of mind and keeps you in control of your financial future.

financial plans for all

Regardless of where you are on your financial journey, RetirePro has a plan that fits your future. We continually monitor the performance of your investments to help you make informed decisions at every turn.

A Full-service approach

RetirePro's umbrella of services encompasses everything you need, from investments to insurance, from benefits advice to legal services.
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Tailored investments to match your goals

RetirePro uses a blend of experience, market research, risk tolerance, and customization to build a portfolio unique to you. Our independent financial consultants are legally bound to represent your best interests at all times so you can rest assured when you invest with RetirePro.

testimonials

“I would like to praise and compliment Kim Falbo for all the care and information she was able to give me when I became of age to apply for Medicare. I have recommended her to all my friends and family. When I first sat down with Kim I had so many questions because I was so confused with all the information that is mailed to a person that turns 65. I sat down and Kim immediately made me at ease with her friendly smile and cheerful personality. She was so informative and went over many options and carefully considered my primary care physician and my medications in order to guide me so that I could choose the right plan for me. I left her office so happy that I went to Kim to help guide me into Medicare and I will continue to refer her to everyone that may be able to use her service. GO RETIRE PRO!!!!”
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Retiree, 65 years young
"NOBODY told me I could claim Social Security on my deceased ex-husband. I'm now set to receive an extra $996 per year! Thanks for your guidance."
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-Retiree, 83 years young
"I called Social Security, and they confirmed that what you told me is correct! I am now all set to receive an additional $15,000 a year. Thank you so much Kim, I would have never known about this option had I not consulted with you!"
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-Retiree, 66 years young
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    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”.