From asset management to retirement planning, financial risk assessment to estate planning and insurance services, Retirement Geeks nationwide are dedicated to providing you with independent advice to help secure your financial goals and dreams. From inception to execution, the Geeks are with you every step of the way. To provide the highest caliber of personalized service, –from our Administrative Assistants to our CFP® certificants, CPAs, Ph.Ds, MBAs and Estate Attorneys –is committed to five professional standards:

1. A pledge to always offer independent, unbiased advice, presenting clients the pros and cons of all financial options;
2. A commitment to exceptional life-long client relationships focused on your current goals and concerns;
3. An intense desire to cultivate and share overwhelming knowledge in their field;
4. A concentration on teamwork, whether internally or with our clients’ team of attorneys and tax professionals;
5. A dedication to continuous improvement by identifying and implementing financial planning "best practices" to leverage our efforts on behalf of our clients.