The Retirement Education Center is an Independent Fiduciary Advisory Firm specializing in working with pre and post retirees age 55+. The firm has access to attorneys, accountants, insurance advisors, CFPs, CFAs and other professionals skilled in utilizing strategies designed to help their clients reach their full retirement potential.
Areas of expertise include Retirement Income Planning, Portfolio Asset Management, Social Security Maximization, Account Rollovers from (401k, 403b, 457, TSP, IRAs, CDs, ETC), Asset Protection Planning (Long Term Care/Life Insurance), and Estate Planning.
Independent fiduciary advisory firm
Access to attorneys, accountants, CFPs, CFAs
Strategic partnerships with Gradient Investments
Services
Retirement Income Planning
Develops personalized plans to ensure steady income throughout retirement.
Customized income strategiesCoordination with other financial professionals
Portfolio Asset Management
Manages investment portfolios to align with retirement objectives.
Guides clients through tax-efficient rollovers from various retirement accounts.
Tax-efficient rollover strategiesExpert guidance on 401(k), 403(b), 457, TSP, IRA, CD rollovers
Asset Protection Planning
Helps protect assets through long-term care and life insurance strategies.
Long-term care insurance optionsLife insurance planning
Estate Planning
Creates comprehensive estate plans to preserve and distribute assets.
Wills and trustsProbate avoidance strategies
Credentials & Certifications
CFP®
Since 2001
Cum Laude finance graduate
Since 2001
Reviews
Rating
5
★★★★★
Reviews
18
"Carson provided my wife and I excellent advise and an awesome plan."
Frequently Asked Questions
What is the purpose of a financial checkup? +
A financial checkup helps assess changes in your financial situation and ensures your retirement plan remains aligned with your goals.
How can I retire early? +
Retiring early requires careful consideration of income, taxes, and potential losses. It involves planning for sustainable income and understanding the impact of early withdrawals.
What are the benefits of Social Security maximization? +
Social Security maximization involves running advanced calculations to determine the optimal filing age and strategy, potentially increasing lifetime benefits by thousands of dollars.
Why is tax planning important for retirement? +
Tax planning helps reduce tax liabilities on retirement income, allowing more funds to be allocated towards living expenses and long-term goals.
What is the role of long-term care insurance in retirement planning? +
Long-term care insurance protects retirement assets by covering the costs of nursing home care and other long-term care services, preserving financial independence.
How does the Retirement Education Center coordinate with other professionals? +
The firm maintains constant communication with estate attorneys, accountants, CFPs, and other experts to ensure a coordinated and comprehensive retirement plan.
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