Public Retirement Planners is an independent financial services company that specializes in helping Baby Boomers with their financial planning, investment management, and asset protection needs. Our mission is simple: to help Baby Boomers enjoy financial security during retirement by planning and investing according to each client's unique financial fingerprint. We operate strictly using a consultative approach to financial planning and as a fiduciary, we are legally obligated to act in the best interest of our clients.
A comprehensive financial plan analyzes all aspects of your personal finances: Investments, Insurance, Estate Planning and Taxes.
We partner with TD Ameritrade to deliver sound portfolio management at a reasonable cost.
As independent insurance agents, we use a variety of insurance carriers to find the ideal solution for our clients.
Age 62. Many people know that for the most part, age 62 is the earliest you can start taking Social Security (some exceptions apply). But did you know it’s also the age when most people begin taking Social Security?
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