The Retirement Planners

The Retirement Planners The Retirement Planners is a registered investment advisory. Listen to our radio show on & NEWS RADIO 92.3 AM 1620 at 9 AM every Saturday. Member FINRA, SIPC.

The Retirement Planners is dedicated to helping individuals at all stages of the retirement planning process, whether just starting out, transitioning into retirement, or already enjoying the Golden years. We provide individualized solutions for a comprehensive range of financial matters. It is our firm`s belief that the best client is an educated client. Our goal is to provide the most current training and up-to-date information available to allow you to enjoy your retirement years with confidence and security. Check the background of this investment professional on - See more at: http://brokercheck.finra.org. Securities offered through Silver Oak Securities, Inc. Fee base advisory services through The Retirement Planners, USA, LLC a registered investment advisor not affiliated with Silver Oak Securities, Inc.

10/09/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

10/07/2026

Your credit score may impact what you pay for auto and home insurance.

With increasing wealth comes unique financial challenges.
10/05/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Protect yourself from identity theft.
10/02/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Do you know what your insurance needs are, when you’re married, with children?
09/28/2026

Do you know what your insurance needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

Can group and private disability policies work together?
09/25/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Are you looking for a balance? Find yours, starting with this video.
09/23/2026

Are you looking for a balance? Find yours, starting with this video.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Are you ready for school—again?
09/21/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

09/18/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

The market is as unpredictable as the weather. We’re here to help you prepare.
09/16/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

Address

8001 N 9th Avenue
Pensacola, FL
32514

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 9am - 5pm

Alerts

Be the first to know and let us send you an email when The Retirement Planners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The Retirement Planners:

Shortcuts

Share