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. The areas where Public Retirement Planners can help you are:
|Investment advice||Retirement planning|
|Insurance services||Estate planning*|
|Education funding||Tax services*|
* Our estate planning and tax services are provided by our partnered professionals who can help you in these specific areas.