Plan2retire

Overview

Plan2retire operates as an independent, individual-owned registered investment adviser organized as a limited liability company. The firm focuses on individuals and families, offering a mix of fee arrangements that include a percentage-of-AUM charge plus hourly and fixed-fee options. Its client-facing services emphasize financial planning and portfolio management for individuals and small businesses, and the firm also provides pension consulting-related work and educational seminars or workshops. Plan2retire does not characterize itself as an active ESG investor and is not positioned as a multi-state adviser. The firm lists an industry affiliation with an insurance company, and its product mix includes insurance-linked solutions such as annuities alongside pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives