Live a Life

Well Designed 

At Retirement by Design, we elevate your retirement with a strategy designed to reflect the future you’ve always envisioned. This independent approach helps provide the personalized support and one-on-one guidance you need to design the retirement strategy that matches your needs, addresses your challenges, and empowers you to confidently live your ideal retirement.

An elegant approach to a confident retirement 

Our unique approach to retirement strategies helps a wide variety of clients live with confidence and clarity during their best years yet. 

A family of three playfully interacts in a living room. The father sits with the son on his shoulders while the mother looks on smiling.

Retirees

We serve retirees with tailored strategies to protect and grow their hard-earned assets so they can live comfortably today and decades into the future. 


Individuals & families

We help individuals and families approaching retirement craft unique strategies to take their next step with confidence. 


An older couple with gray hair, arms around each other, looking out over a scenic landscape.
A family of three playfully interacts in a living room. The father sits with the son on his shoulders while the mother looks on smiling.

Individuals & families

We help individuals and families approaching retirement craft unique strategies to take their next step with confidence. 


Retirees

We serve retirees with tailored strategies to protect and grow their hard-earned assets so they can live comfortably today and decades into the future. 


An older couple with gray hair, arms around each other, looking out over a scenic landscape.

Elegant retirement strategies for a refined retirement lifestyle


Explore our customized range of services, each meticulously designed to enhance your retirement experience. We’re a proudly independent agency licensed in over 30 states with over two dozen A-rated carriers

Retirement Income Strategies

Tailored strategies designed to maximize your assets, helping ensure a stable income throughout retirement.

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Annuities

Consistent income for life that provides financial confidence in the event of market fluctuations.

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Life Insurance

Protect your loved ones with affordable life insurance, helping to ensure their financial stability in your absence.

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Long-Term Care Insurance

Effective coverage to help maintain your assets and independence for future health needs.

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Medicare

Get detailed guidance on Medicare to find the best strategy for your health needs in retirement.

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Group & Individual Health Insurance

Access tailored healthcare options that keep you healthy and active in retirement.

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Affordable Care Act (ACA) Health Insurance Policies

Navigate ACA options easily to access essential health coverage for your retirement years.

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Personal Connection, Backed by Big Resources

Charlotte explains the firm’s unique approach: personalized, hands-on service with the power of a larger team behind the scenes.

Carefully tailored retirement strategies powered by an independent & client-first mindset

Our team brings expertise and an artistic approach to crafting strategies that reflect your unique journey toward a fulfilled life. Learn more about the people and beliefs that help us. 

Resources

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Empower yourself and your retirement with curated resources designed to provide insights and guidance on all facets of retirement finance. 



Events

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Join us for engaging events that bring together community members and professionals in retirement strategies. These events are tailored to enhance your understanding of the retirement landscape, providing valuable knowledge and networking opportunities.

It's time to design your retirement 

Ready to begin your journey and design the retirement you’ve always envisioned? Contact us today to schedule your meeting and discover how we can help you customize a personalized strategy that matches your vision for the ideal future. 

Send us a message!

Use the form below to reach out to us with questions or concerns. We will contact you directly to see how we might be able to help.

Contact Us