For clients currently retired.
Retire with confidence
Manage and protect your legacy.
Managing wealth in your retirement years requires thoughtful strategy and careful planning. Our services focus on creating sustainable income streams, protecting your assets, and helping to ensure your financial legacy is secure, so you can enjoy retirement.
how we work
Independent, personalized advice.
Enjoying retirement is about living the life you’ve always dreamed of. We support retirees in managing their finances to maintain their desired lifestyle.
Income distribution planning
withdrawal strategies
Estate planning
Investment management
long-term care
our process
Get to know how we work.
01 Discovery
In our first meeting, we learn about you—your goals, and how you envision your investments working for you. It's about understanding your needs to serve you better.
02 Strategy
We craft a long-term strategy tailored just for you, outlining a clear plan designed for sustained success. This phase focuses on creating a path that aligns with your unique financial goals.
03 Execution
Putting your strategy into action with ease and efficiency is our goal. Through continuous communication and our dedicated team, we ensure the process is smooth and straightforward.
04 Optimization
By continually optimizing your financial strategy, we aim to ensure it remains effective. We respond quickly to life changes or market shifts, adapting your plan as needed.
Have more questions?
11350 Mccormick Road, Hunt Valley, Maryland 21031, United States
Executive Plaza 3, Suite 907
© 2023 All Rights Reserved | Privacy Policy
Contact Info
Registered Representatives offering Securities and Advisory Services through United Planners Financial Services, member FINRA and SIPC.
Check the background of these investment professionals at BrokerCheck.
Tony Ristaino is registered to conduct securities business in AL, CA, DE, DC, FL, GA, KS, MD, MO, NC, NY, OK, PA, SC, TN, TX, VA, WV.
George Jankiewicz is registered to conduct securities business in AL, DE, FL, GA, MD, NC, NY, PA, TN, VA.
Kevin Belshaw is registered to conduct securities business in AL, GA, KS, MD, MO, PA, TX, VA.
This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced
Insurance-related services may not be provided to individuals residing in any states other than AL, CA, DE, DC, FL, GA, MD, MO, NY, NC, OK, PA, VA, WV.
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.
Links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties or their content. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.