Prefer to call or text? (702) 323-6200
Join our free Retirement 101 Planning Class — a live, in-person workshop where we walk you through real-life case studies and help you understand how to build a written retirement plan that protects your income, minimizes taxes, and gives you peace of mind.
- Held at local colleges throughout Southern Nevada
- 6:00 PM – 8:30 PM
- Free to attend — but registration is required
Prefer to call or text? (702) 323-6200
If your retirement plan depends on market performance, you’re gambling with your future. Most people aren’t delaying retirement because they want to — they’re delaying it because they’re unsure.
We create written retirement plans backed by guaranteed “no loss” income, tax-smart strategies, and long-term care protection — so you know exactly when you can retire and how to stay retired with confidence. No guesswork. No unnecessary risk.
Find out how a secure, personalized plan can bring clarity — and peace of mind — to your next chapter.
Prefer to call or text? (702) 323-6200
We believe your retirement should give you peace of mind — not more uncertainty.
Most people are still relying on outdated retirement planning.
Hoping the market holds is not a sound strategy.
This can leave your future vulnerable.
Stick with market-based plans, and the next downturn could wipe out the savings you spent decades building — forcing you to delay retirement or worse, un-retire.
Go with the wrong financial retirement plan and it can trap your money just when you need it most — leaving you unable to respond to health changes, family needs, or major life decisions.
Even if things go smoothly, without a smart plan, taxes can chip away at your wealth year after year.
That’s why we never leave your retirement exposed to chance, and unnecessary risks.
Instead, we design written retirement plans built to protect your income, Minimize Taxes, and adapt as life unfolds.
Guaranteed No-Loss Income
Tax-Efficient Withdrawals
Long-Term Care Planning
Flexible Life Insurance Options
Clear, Personalized Roadmap
Prefer to call or text? (702) 323-6200
CFP, CLU, ChFC
I am the President of Strategic Retirement Solutions, a retirement planning firm focused on building written retirement plans that minimize risk, support effective tax planning, and help you retire with confidence.
With nearly 30 years of experience — and a background in guiding families through life’s most difficult moments — I’ve made it my mission to help people protect what they’ve built, plan with clarity, and avoid costly financial mistakes. We specialize in helping clients transition from their accumulation years to the retirement distribution years in the safest, most effective, and efficient way possible.
At Strategic Retirement Solutions, we believe that losses hurt you more than gains help you — and that true peace of mind comes from a plan that’s built to last.
Prefer to call or text? (702) 323-6200
Explore how our written retirement plans help you retire with clarity, confidence, and guaranteed income for life.
Enjoy income that never disappears — even when the market drops. Our income focused plans guarantee steady payouts without exposing your future to risk.
Keep more of your money. Our strategies help reduce your tax burden in retirement so you can withdraw your income when it benefits you most.
Be prepared for the unexpected. We help you plan for future health challenges without draining your savings or burdening loved ones.
Protect what matters most. Whether it’s legacy building or financial security, we help you find the right policy for your goals and stage of life.
No more guesswork. We build a written plan that clearly outlines how and when you can retire — and how to stay retired for good.
Make your impact last. Our solutions help you pass on your wealth wisely while avoiding unnecessary taxes or complications for your family.
Trusted Planning. Personalized Strategies. Guaranteed Income.
Prefer to call or text? (702) 323-6200
Our plans are fully written and personalized — not generic or product-driven. We prioritize income protection, tax efficiency, and long-term care so your retirement is built to last. Plus, we operate as fiduciaries, which means your interests always come first.
Yes. We specialize in guaranteed “no loss” income planning that shields your savings from market downturns. This gives you predictable income without the uncertainty of traditional investment plans.
Taxes can quietly erode your retirement income if not planned for. We structure your distributions to minimize tax burdens and maximize after-tax income — using strategies that align with your retirement goals and timeline.
Life changes — and your plan should adapt with it. Our solutions are built with flexibility in mind, whether you’re facing health changes, family needs, or shifts in income. We review your plan regularly to make sure it always reflects your life.
Maximizing your Social Security benefits depends on more than just choosing the right age to file. At Strategic Retirement Solutions, we help you evaluate your Social Security options within the context of your full retirement plan — including income needs, tax strategy, longevity risk, and spousal benefits.
As part of your written retirement plan, we’ll show you:
- When to file to optimize lifetime benefits
- How Social Security interacts with your other income sources
- How to avoid unnecessary taxes on your benefits
- How spousal or survivor benefits can affect your plan
By integrating Social Security into a complete, risk-managed strategy — including guaranteed no-loss income planning — we help ensure you’re not just getting the most from Social Security, but also keeping more of what you’ve earned.
We’ll discuss your current strategy and share with you how to secure guaranteed income, minimize taxes, and retire with confidence — and stay retired.
Prefer to call or text? (702) 323-6200
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