Meet Our Team of Experts

Plan Life Right provides retirement planning and financial guidance for retirees and pre-retirees who want to protect their assets, create tax-efficient income, and make confident decisions about their future.

We are a financial planning firm rooted in trust, education, and long-term security. Our mission is to empower individuals to retire with clarity and peace of mind—without fear or confusion about their finances. Through our signature approach—centered around Retirement Income Planning, Life & Legacy Protection, and Your Prosperity Blueprint—we simplify complex decisions and help you feel confident about your future.

We work exclusively with individuals approaching or in retirement and provide personal, one-on-one guidance to help them thrive in the next chapter of life.

Office desk with a laptop, desktop monitor, potted plants, papers, pens, and other office supplies near a window with green trees outside.

What We Offer

  • Two people discussing documents at a white table, one in a dark suit, the other in pink, with a tablet and pen on the table.

    Retirement Income Planning

    An education-first strategy to help you create predictable, tax-efficient income so you can retire with confidence.

  • Three people, two women and a man, are sitting at a desk. The man in the middle is an elderly woman with gray curly hair, wearing a pink shirt; she is smiling and has her arm around the woman on her right. The woman on the right has gray hair in a bob style, wearing a light blue shirt, and is smiling. The man on the left is wearing glasses, a light blue dress shirt, and a tie, and is smiling while engaged in a handshake or arm wrestling with the elderly woman. There are some papers and a pen on the desk.

    Life & Legacy Protection

    Customized planning to preserve your wealth and ensure your family and legacy are protected for generations to come.

  • Three people sitting around a coffee table, engaged in a discussion with documents and a laptop showing charts.

    Your Prosperity Blueprint

    A one-on-one consult designed to build a personalized financial roadmap for your goals, lifestyle, and future.

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