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WEALTH MANAGEMENT
SERVICES
Let the experts at RetirePro help you build financial freedom by developing a Wealth Management plan that delivers long-term confidence, security, and growth.
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Dedicated Advisors and customized plans
You worked hard to earn the money you are investing, and it makes sense to work with someone who cares about protecting that wealth, which is why we pair each client with a dedicated wealth advisor. At RetirePro, we are committed to providing turn-key, comprehensive financial services that don't just help you conserve your wealth, but also make it grow. Our in-house Tax Planning and Retirement Planning services give you a comprehensive, 360-degree strategy for a successful financial future.
Our experienced fiduciaries use experience, market research, risk tolerance measures, and customized Method & Inspire Portfolio strategies to deliver a streamlined and personalized approach for each individual client.
more than just financial planning
Specialized advice and services
High and ultra-high net worth clients have a unique set of needs and goals. Your dedicated RetirePro advisor is committed to helping you protect and multiply your money.
Protect Your Future
Our highly-trained fiduciaries are experts in managing, growing, and protecting your assets now and long into the future. The RetirePro Wealth Management team develops personalized portfolio solutions unique to your specific goals.
High-Quality, Hand-Selected Options
RetirePro's Wealth Management team tracks the best investments for your particular portfolio and presents individualized advice that meets your financial goals.
Proactive, personalized, and professional advice
At RetirePro, you work one-on-one with a highly experienced advisor who gets to know you and your particular financial goals. We provide advice on the best investment strategies that will protect and grow your wealth, based on your specific diversification and risk factors. We believe in being growth partners with our clients, helping them make the most of their assets.
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!!!!”
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."
-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!"
-Retiree, 66 years young
Frequently Asked Questions
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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.
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.
