THE STORY OF PRP




Public Retirement Planners is an independent financial services company that helps Baby Boomers with their financial planning, investment management, and asset protection needs. With our extensive background in working with Baby Boomers, we have the experience and knowledge necessary to help you get to and through retirement as safely and comfortably as possible. We are able to do this through our refined financial planning methods and the careful assessment, placement, protection, and continual management of your resources.

As an independent financial services company, we are accountable only to you, not corporate shareholders. Since we operate without sales quotas, you will appreciate our consultative approach to financial planning and investment management. Our clients also appreciate the convenience of having financial needs handled at one firm.

PUBLIC RETIREMENT PLANNERS CAN HELP YOU WITH:



INVESTMENT MANAGEMENT

 

We partner with TD Ameritrade to deliver sound portfolio management at a reasonable cost.

RETIREMENT PLANNING

 

We make certain that your investments, estate plan, insurance and taxes are working cohesively during retirement.

INSURANCE

 

As independent insurance agents, we use a variety of insurance carriers to find the ideal solution for our clients.



ESTATE PLANNING*

 

We partner with your estate planning attorney to design an estate plan that fits your family situation.

LONG-TERM CARE

 

The cost of long-term care is astronomical, which is why protecting your retirement from this cost is so crucial.

TAX PLANNING*

 

Whether it’s a Roth IRA conversion or tax-loss harvesting, we work with clients to reduce their tax liability.



* Our estate planning and tax services are provided by our partnered professionals who can help you in these specific areas.


MOST AMERICANS DON'T HAVE ADEQUQATE LONG-TERM CARE COVERAGE

While it’s true that the cost of long-term care is high, protecting yourself and your family from those expenses doesn’t mean you have to break the bank. In fact, with so many asset-based long-term care insurance options out there, protecting against long-term care isn’t as expensive as you’d imagine.