Retirement Planners

Our Company

Retirement Planners, Inc. was founded in 1991 by Norman Chiodras, driven by a deep commitment to providing personalized financial guidance to individuals and families. As an independent financial planning and investment advisory firm, Retirement Planners distinguishes itself through its dedication to building lasting relationships with clients based on trust, transparency, and a shared understanding of their unique goals and aspirations. Mr. Chiodras, a Certified Financial Planner and holder of a Master of Science in Retirement Planning, leads the firm with a wealth of experience and expertise. His dedication to providing insightful and tailored advice reflects his belief that everyone, regardless of their financial stature, deserves access to expert financial guidance.

Our Vision

At Retirement Planners, we envision a future where our clients feel empowered to make informed financial decisions, confidently navigating the complexities of retirement planning, investments, and overall financial well-being. We strive to be more than just financial advisors; we aim to be trusted partners, guiding our clients through every stage of their financial journey with unwavering support and personalized strategies.

Our Services

Recognizing that financial planning can be a complex and often daunting endeavor, Retirement Planners offers a comprehensive suite of services designed to address every aspect of our clients' financial needs. Our experienced team, guided by Mr. Chiodras's extensive knowledge, provides services including:

• Retirement Planning: We work closely with our clients to develop customized retirement plans, taking into account their individual circumstances, goals, and risk tolerance. Our plans encompass a thorough analysis of their current financial situation, income projections, anticipated expenses, and investment strategies tailored to ensure a comfortable and secure retirement.

• Investment Management: We guide our clients in constructing diversified investment portfolios aligned with their financial objectives and risk appetite. Our investment strategies are carefully crafted to maximize potential returns while mitigating risks. We stay abreast of market trends and economic conditions, constantly evaluating and adjusting our clients' portfolios to ensure they remain on track to meet their financial goals.

• Tax Planning: We leverage our deep understanding of tax laws and regulations to develop tax-efficient strategies for our clients. We help them minimize their tax liabilities while maximizing their financial well-being throughout their lives.

• Insurance Analysis: We work with our clients to assess their insurance needs, identifying potential risks and recommending appropriate coverage options. We strive to ensure our clients have adequate protection for themselves, their families, and their assets.

Our Team

At Retirement Planners, we believe our team is our greatest asset. Each member of our staff is dedicated to providing our clients with the highest quality of service, characterized by integrity, professionalism, and a genuine commitment to their financial well-being. We foster a collaborative environment where expertise is shared, ideas are challenged, and continuous learning is encouraged.