Your Retirement Vision
To live it best, you need to plan it first.
At Retire Wise, we know everyone can imagine their retirement future. It’s one thing to see it, but it’s another to get there. We use all the numbers in your life to help set your priorities, educate you about options and guide you forward.
Committed to Service
We are a fiduciary who helps clients grow and protect their retirement savings so they can Retire Happy! Giving them peace of mind about their future using my transparent, comprehensive approach to planning and our “Retire Happy Framework”.
Secure your future with Retire Wise, LLC - where retirement and financial planning meet to make your golden years shine!
Customized, proven, and holistic strategies designed to meet your goals and risk tolerance. We analyze your situation to make personalized recommendations. Building long- and short-term strategies that help you realize your retirement success.
Every successful retirement/financial plan starts with an excellent client relationship. Our mission and values include providing unmatched service and exceeding our client’s expectations. Being a fiduciary, we make sure your best interest is always upheld.
We believe in being transparent and educating clients as we go, not just throwing numbers and a plan at them. Part of the planning also includes what else goes into your retirement happiness and wellbeing, beyond the finances.
My name is Shawn Maloney, and I am a certified retirement planner, fiduciary, national bestselling author and the owner and president of Retire Wise, LLC. With over twenty years of experience and a passion for helping people be ready for retirement and retire happy, I have dedicated my career to ensuring that individuals are equipped with the education and tools they need to grow and protect their retirement savings. It is also just not all about the financial side and I help and coach people on the non-financial aspects of retirement as well, to get a more complete plan. Utilizing my transparent and comprehensive approach to planning, known as the "Retire Happy FrameworkTM," we help provide our clients with peace of mind about their future. I find solace in spending time with my family, studying scripture, and giving back to my community and church. Join me on this journey towards a fulfilling retirement and let's make the most out of every day!
Planning and Protecting
Fitting clients with the right products and services for you
We have years of experience helping clients prepare for the unknown while meeting their retirement and financial goals.
We help our clients protect against what can go wrong, so they can invest in what could go right.
We show clients how to grow their retirement savings while protecting it from fees and market risk, so they can retire happy, using our Retire Happy FrameworkTM
Why choose Retire Wise, LLC ?
Personable service- work with specialist who care
Community Focused- we understand and care about community
Retirement Partner- Continually look out for your best interests
Custom plans- plans & coverage built around your needs
Comprehensive Approach
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. We analyze your situation to make personalized recommendations. We utilize our Retire Happy FrameworkTM Then put together a plan and guidance, which includes an accumulation/savings plan and a retirement drawdown plan based directly on your needs and goals. Acting as a fiduciary, we make sure your best interest is always upheld. We believe in being transparent and educating clients on their options. Are you ready for retirement? Watch this video!
