Shawn Maloney- Retirement Specialist, Retirement Coach & Investment Advisor.
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Certified Retirement Specialist
- Fiduciary
- Certified Financial Professional
- Retirement Coach
- Creator of The Retire Happy FrameworkTM
- 20+ years of experience
Committed to Service
Every successful retirement plan and financial strategy starts with an excellent client relationship. Our mission and values include providing unmatched service and exceeding our client’s expectations.
We'll work with you to create a successful retirement & financial plan based around your specific needs and goals. We also offer a number of other services, so we can work at protecting any and all of your personal assets.
Contact us today to customize a strategy that suits you and your future. We can build long- and short-term strategies that will help you realize your retirement success and retire happy!
Secure your future with Retire Wise, LLC - where retirement and financial planning meet to make your golden years shine!
Planning and Protecting
Fitting clients with the right products and services for you
We have years of experience helping clients prepare for the unknown while meeting their retirement and financial goals.
We help our clients protect against what can go wrong, so they can invest in what could go right.
We show clients how to grow their retirement savings while protecting it from fees and market risk, so they can retire happy, using our Retire Happy FrameworkTM
Retirement
- Retirement planning
- Complimentary Analysis
- Retirement Coaching
- Social Security Optimization
- Investment Portofilio Management
- Retirement Protection
- Financial Consulting
- Roll Overs (401k's, IRA's...)
- Annuities
Comprehensive Approach
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. We analyze your situation to make personalized recommendations, utilizing our Retire Happy FrameworkTM
Then put together a plan and guidance, which includes an accumulation/savings plan and a retirement drawdown plan based directly on your needs and goals.
Acting as a fiduciary, we make sure your best interests are always upheld.
We believe in being transparent and educating clients on their options.
Are you ready for retirement? Watch this video!
Why choose Retire Wise, LLC ?
Personable service: work with people who care and have unmatched personal service
Community Focus: We understand and care about our community
Retirement Partner: continually looking out for your best interests
Custom plans: plans & coverage built around your needs & goals
