Real Experience. Real People. Real Help.

At Plan2RetireWell, our mission is simple — to help professionals feel confident about their financial future.

While we’ve spent years specializing in helping educators navigate retirement, Medicare, life insurance, and more — our approach works because we listen first. Every person’s story is different, and no two retirement paths are the same.

Our team has over 40 years of combined experience helping people create retirement strategies that fit. When you connect with us, you’ll receive a personal call from someone on our team who will ask a few quick questions to get to know your situation. That short conversation helps us match you with the right advisor — someone who understands your needs and will walk with you every step of the way.

Because every state is different, we connect you with someone who understands the specific rules and benefits in your area — from Medicare and Medicaid spend-downs to pension options and estate considerations. Local expertise matters, and we make sure you’re working with someone who truly understands your landscape.

We believe in clarity, not confusion. Support, not sales. And most of all, helping you retire with confidence — because you’ve spent your life helping others do the same.

It starts with a short survey — we’ll take it from there.

FAQS

When is the best time to start planning for retirement?

Honestly, there is no right or wrong answer. Of course, starting early would allow more time to accumulate more money. However, strategies exist for those nearer to retirement age.

Do I choose the single life or joint life option?

This question depends on you and your personal situation. This answer will be discovered through our process.

How much is this education going to cost me?

Absolutely nothing. Your initial consultation is free. If you decide to use our experts the products will dictate the compensation method. All of our experts will be transparent with how they are compensated.

What happens after I fill out the snapshot?

One of our team members will reach out for a short conversation to better understand your goals and see how we can help. No pressure—just real answers.

I thought my retirement plan through work was enough—why would I need something personalized?

Workplace plans are a great start, but they’re not one-size-fits-all. Everyone’s goals, income sources, and family needs are different. That’s why we focus on building a personalized strategy that actually fits your life—not just your benefits package.

How do you make sure I’m getting the right advice?

We take a team-based approach. Every advisor brings their own area of expertise—so depending on your situation, you might talk to one or more of us. It’s all about making sure you get advice that truly fits.

Copyright February 2025 . All rights reserved