Comprehensive Planning

Estate, Tax and Life Insurance Planning are key to a successful retirement; but they can also be extremely complicated. In our experience, each of these critical issues should be addressed by a trusted authority in order to create a solid, comprehensive plan for retirement.

Retirement Planning Specialists recognizes the need for expert advice in each of these areas which is why we partner with several highly-competent, seasoned professionals from the Philadelphia area to assist us in these complex matters.

Of course, as a client of Retirement Planning Specialists, you are under no obligation to use our recommended providers. We simply rely on their services for clients who do not have an existing professional relationship. We are happy to consult with any of our clients’ attorneys or accountants to share information and develop a comprehensive strategy to ensure the success of your retirement goals.

Suggested Content

A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.
Learn More
What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Learn More
Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.
Learn More