PLAN2RETIRE

Overview

Plan2retire is an independent Registered Investment Adviser organized as a limited liability company that serves individual and family clients. The firm’s advisory offering centers on financial planning and portfolio management for individuals and small businesses, supplemented by pension consulting work and educational seminars. Fee arrangements are flexible: the firm charges a percentage of assets under management, and also offers hourly and fixed-fee engagements. Investment activity is concentrated in publicly available pooled vehicles, with a clear preference for mutual funds and other public funds as the primary building blocks of client portfolios. While not operating as a capital allocator that sponsors private funds, Plan2retire does use third‑party alternative managers to add exposure to non‑traditional assets. Environmental, social and governance (ESG) mandates are not a stated focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices