Our Firm

The Professional Association of Retirement Planners® (PARP) is a network of financial professionals who have dedicated themselves to helping families protect their financial assets.  We are a holistic advisory firm with the abilities and resources to guide you through this new adventure called “Retirement.” While we have varied backgrounds in business, each is a Certified Retirement Planner.   Every member of PARP is dedicated to working with each individual client to identify both their needs and their financial abilities to reach their goals.  Our focus is to present the right retirement vehicle for our client’s situation.  In order to do that, we take ALL the pieces of the retirement puzzle into consideration—Social Security, pensions, retirement assets, Medicare, Estate Planning, and income tax considerations.

Our plans are ideally suited for:

  • Clients who want to protect the assets they’ve worked their entire life to accumulate.
  • People who want to create a guaranteed lifetime income they will never outlive.
  • Small business owners who do not have a retirement plan.
  • Clients who are maxing out their 401(k) contributions and need to save more.
  • Seniors concerned about outliving their money.