About Us
We started Proper Retirement because too many people were getting generic advice for life-changing decisions. Your retirement deserves a more thoughtful, personalized approach.
Proper Retirement was founded more than 15 years ago on a simple principle: retirement planning works when it’s built around you, not just your portfolio.
From the start, we’ve focused on understanding the full picture—income needs, tax implications, healthcare costs, estate goals, and the life you want to live in retirement. We work with pre-retirees and retirees who value comprehensive guidance and a relationship-driven approach.
Our practice has grown through referrals from clients who appreciate our commitment to listening first and developing strategies tailored to their unique circumstances. Today, we continue helping individuals and families navigate retirement decisions with clarity and coordinated planning.
A Financial Planning Practice Built Around You
Our Mission
To support retirement planning through coordinated strategies and long-term relationships built on trust and clear communication.
Our Vision
To provide relationship-driven financial planning services that adapt to evolving retirement needs and priorities.
Our Process
We listen first, then coordinate income planning, investment strategies, tax considerations, insurance options, and estate planning into one comprehensive approach.
Ready to Discuss Your Retirement Plan?
Let’s talk about your financial goals and retirement timeline. Our team will help you explore strategies for income planning, tax efficiency, and coordinated retirement solutions tailored to your needs.
Who We Serve
Where are you in your retirement journey? We help clients navigate different retirement scenarios, from early retirement to legacy planning and everything in between.
Planning for Retirement Involves More Than Numbers
You need a financial advisor who understands the complexities of retirement. That’s why we focus on helping pre-retirees and retirees navigate the decisions that shape your financial future.
Our planning services address:
- Personalized retirement strategies
- Income and cash flow planning
- Tax planning and Roth conversion analysis
- Investment coordination
- Healthcare and insurance planning
- Estate and legacy planning
- Real estate considerations
- Ongoing plan reviews