This exclusive Retirement Planning Concierge™ program is for folks who are retired or will retire within the next five years.

If you are looking for a straight-forward, no nonsense, all inclusive, and hassle-free way to get all of your retirement services taken care of at one place and for one all-inclusive price, The Retirement Planning Concierge™ is for you.

The Retirement Planning Concierge™ will take care of all the paperwork, coordinate all the details, and provide all the professionals (Retirement Planning Advisor, CPA, Registered Social Security Analyst, Health/Medicare Insurance Specialist, and Estate Planning Attorney) working in tandem together, all in one place, all for one price. That way you can relax, retire, and know that it’s done right. You can feel confident that you have made the best decisions possible and you can move on with your life being retired and free to pursue all the things you’ve dreamed of doing.


  1. Financial Retirement Plan detailing your retirement income and expenses so that we can design your money around your life and allow you to focus on relaxing and having fun in retirement
  2. Income Plan with established distribution to your bank monthly
  3. Social Security Analysis by Registered Social Security Analyst to determine how you can maximize your benefit and the amount you get in retirement with the least amount of taxes
  4. Retirement Planning Concierge to assist you in filing your Social Security Forms Online (no hassle with going to the Social Security office and pulling a number to wait for hours), 401k Rollover, and Pension paperwork
  5. Consultation with a CPA to discuss any tax related concerns related to retirement including company stock and NUA concerns, taxation of pensions and social security.
  6. Consultation with Medicare supplement insurance specialist to assist with questions and give quotes about Medicare part A,B,C,D
  7. Consultation with Health Insurance professional (if under 65) to discuss the many plan options that are available to you and choose which one is best (including exchange-based plans, creative group plans, short term plans, major medical plans, and faith-based plans)
  8. Consultation with estate planning attorney and complimentary financial and healthcare documents


The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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