At Empowered Retirement, Inc., we partner with you to solve your life challenges and work towards fulfilling your financial dreams. We provide tools, support and education to empower you to pursue your retirement goals. Once your plan is crafted, we will design an investment proposal to provide income to replace your paycheck. Your plan will include Social Security maximization strategies, education on Medicare enrollment and an annual tax return review to help magnify your investment returns and minimize the check you write to the IRS on April 15th. We will even analyze your auto, homeowner’s, umbrella and life insurance policies. We do not leave any stone unturned while we seek to find financial solutions for you.

We start by getting to know YOU and what you value in your life the most. We will identify where you are now, how you got here and where you see yourself in 5 years, 10 years, 15 years and beyond.

Once we determine where you’re starting and where you want to go, we create a plan that shows what your financial future looks like and what actions you might need to take to achieve the lifestyle that you desire. We consider many factors in our planning, such as longevity, inflation, financial obligations, health concerns and other aspects.

Once you know what steps to take next, we provide the most important part—support and accountability—which greatly increases the probability of you meeting your goals and living the life you always wanted.

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.