Plan Your Future by Taking Charge of Retirement Planning

Plan Your Future by Taking Charge of Retirement Planning

Take control of your future by planning, so that tomorrow is not left to chance.

A Holistic Approach

Our Simplicity Financial Roadmap is designed to guide you through the steps needed to plan for retirement. By identifying your individual needs and goals, we can create a personalized plan that brings confidence during every stage of the journey. Retirement planning is about more than just saving money — it's about addressing essential aspects such as income, investments, taxes, health care and legacy planning.

Our approach at Simply Stated Retirement Solutions goes beyond simple financial advice; we focus on understanding your unique circumstances and tailoring a plan that fits your specific requirements.

Retirement Income Strategies

When it comes to planning for your retirement, it's important to look at various income strategies. This involves assessing your current financial situation, setting clear goals for your retirement and identifying potential sources of income.

Wealth Management

Holistic planning encompasses all aspects of wealth management to create a comprehensive strategy tailored to your unique financial goals and needs by taking into account various factors such as investments, retirement planning, legacy planning and tax considerations.


Annuities play a crucial role in this process by providing a reliable source of income that can be customized to meet specific needs and goals. These long-term investments offer the advantage of consistent payments over time.


Whether you prefer to “set it and forget it,” or you want to more actively participate in your investments, we can help you design an investment strategy that matches your risk tolerance and goals. 

IRA/401(k) Rollovers

We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation whether you’re looking to access the tax-advantaged options a Roth IRA provides or consolidate accounts.

Asset Preservation Strategies

We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

Life Insurance

Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen and, in some cases, to help preserve your assets for future generations.

Tax-Efficient Strategies

Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

IRA Legacy Planning

It's important to consider factors such as beneficiary designations, tax implications and potential estate distribution strategies. By taking a holistic approach, you can tailor your IRA legacy plan to align with your overall financial goals and values.

Long-Term Care Strategies

Planning for long-term care is an important step in securing your future and peace of mind. Long-term care strategies involve establishing a plan for how you will receive care should the need arise as you age.


Planning for Medicare is an essential part of securing your health and financial well-being as you age. Whether you're approaching retirement or already enrolled in Medicare, taking the time to understand your coverage options can make a significant difference in providing the care you need.

At our firm, we believe in the power of holistic planning to ensure a comprehensive and well-rounded approach to managing your assets and estate. This process involves working closely with a dedicated team of professionals who focus on trusts, probate, charitable giving, legacy planning and tax planning. Our partnership with these individuals allows us to offer you a personalized and tailored strategy that takes into account all aspects of your financial situation.

Insurance products are offered through the insurance business Simply Stated Retirement Solutions. Simply Stated Retirement Solutions is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Simply Stated Retirement Solutions are not subject to investment Advisor requirements.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Simply Stated Retirement is not affiliated with or endorsed by the U.S. Government or any governmental agency. 2304221 - 4/24

Keep It Simple

The road to retirement shouldn’t be a winding path filled with twists and turns. Take control of your financial future today by scheduling a meeting or registering for an upcoming event and start enjoying life on your terms.

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