How We Help You

Relax and Retire Financial provides a wide range of services to help people better prepare as they approach and enter retirement. Check out our comprehensive list below and find out all that Relax and Retire Financial does to help build and secure your retirement.

Retirement Income Strategies

As you approach retirement, it’s important to have a concrete strategy in place. Relax and Retire Financial focuses on protecting your retirement income, growing it smartly for the future, and reducing taxes that could eat into your retirement. We’ll work closely with you to develop a customized retirement income strategy tailored to help you save more and pay less for a consistent, lifetime income that works for you instead of the other way around.

Social Security Maximization

Understanding the complexities of Social Security can be a struggle for some. However, with Relax and Retire Financial, there’s no need to feel overwhelmed or intimidated. We can help you navigate the ins and outs, figure out what options are best for you and your retirement, and work to maximize the benefits you get out of your Social Security.

Life Insurance

Relax and Retire believes that life insurance is a key component of a comprehensive retirement plan. Life insurance helps protect your loved ones in the event of your passing and can provide a meaningful legacy for your family. Schedule a meeting and discover our passion for getting you the coverage you need and deserve.

Legacy Planning

Retirement is always about your future. But what about after that? Where is your wealth going to wind up? At Relax and Retire Financial, we work with you to make sure your assets will be dispersed where you want them, whether through an inheritance or other means. With the right plan, you can prepare for whatever comes so that your family isn’t left with anything less than what you want for them. We can help you protect and transfer your assets efficiently and effectively while minimizing taxes.


Health costs in America continue to increase year after year. You’ll want to make sure you have the right coverage in case of a hospital visit or emergency procedure. We work with you to review Medicare options, identifying your needs, so you can avoid nasty out-of-pocket costs eating into what should be your retirement.

Fixed Index Annuities

Annuities represent guaranteed lifetime income backed by the strength of the issuing company. Since they come with fixed interest rates, they’re shielded from sudden or unexpected market downturns while providing reduced costs and reduced risks. They also help provide added peace of mind that you have the option for lifetime retirement income. We can help you decide if a fixed-indexed annuity is a good way for you to replace your income in retirement.

Veteran Benefit Planning

As a veteran, the last thing you and your loved ones need to worry about is managing the full spectrum of available benefits. Getting a grip on medical, loan, life insurance, and retirement benefits all at once can be a difficult task. We’ll help you sort it out, from the VA Medical Benefits Package to your VGLI coverage to the finer points of your retirement pension. You’ve done your part by serving your country; now let us return the favor and get you the benefits you deserve.

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