• Our primary goal is keeping our clients' money safe from volatile and risky investments.

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  • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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  • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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  • WELCOME TO RISK FREE RETIREMENT PLANNERS

  • A FEW WORDS ABOUT US

    We here at Risk Free Retirement Planners specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.

  • IRA Blog

    5 QCD Rules You Must Know

    November 30, 2016 | IRA Blog
    5 QCD Rules You Must Know

    A Qualified Charitable Distribution (QCD) is way for you to move funds out of your IRA to a qualifying charity income tax free. Time is running out if you are interested doing a QCD for 2016. The rapidly-approaching deadline for a QCD for this year ...

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    Boomers Want Technology Too!

    It’s no secret that millennials and other young workers today value technology in terms of helping them manage their financial affairs. However, the value that savers place on technology is not limited to young savers. In fact, Boomers are seeking ...

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    Need to Knows about Rollover IRAs and PLRs

    This week's Slott Report Mailbag looks into rollover IRAs and PLRs. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: I have a question about when the ...

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