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.

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Kevin Ross

Founder and Co-Host of the Plan Life Right Podcast

For more than 25 years, I’ve helped families, retirees, and business owners take control of their financial futures by simplifying the complex world of retirement planning, insurance, and taxes.

I started my career on Wall Street as an institutional bond trader — a fast-paced environment that taught me how money really works. But over the years, I realized something most people never hear: success in retirement isn’t about chasing returns, it’s about creating income, protection, and peace of mind.

That’s why I built Plan Life Right — to help everyday Americans understand the strategies the wealthy use to protect and grow their money. Through our podcast and resources, I break down topics like tax-free income, annuities, long-term care, and legacy planning in plain English, so you can make confident, informed decisions.

I’m also the author of The Closing Manual, Mastering IULs, and The Customer Intelligence Guide, which have helped thousands of advisors and clients understand how financial planning really works.

If you’re ready to stop guessing about your future and start planning with clarity and confidence, you’re in the right place.

🎧 Watch and subscribe on YouTube @PlanLifeRight
📍 Learn more at PlanLifeRight.com/consultation

Matt Floyd

Co-Host of the Plan Life Right Podcast

I’ve spent over a decade helping families and retirees make sense of their money — because financial confidence shouldn’t be reserved for the wealthy.

When I started in the insurance and financial services world, I saw how easily people got lost in the noise — complicated products, conflicting advice, and too much jargon. That’s why I’ve made it my mission to simplify the process and show you how to protect what you’ve worked so hard to build.

On the Plan Life Right Podcast, Kevin and I break down the truth about retirement income, annuities, tax strategies, and insurance planning in plain English — so you can make decisions that actually fit your life, not someone else’s sales pitch.

My philosophy is simple: when you understand your money, you gain control over your future. Whether you’re planning for retirement, protecting your income, or creating a legacy for your family, I want you to feel informed, empowered, and secure.

If you’re ready to replace confusion with clarity and start planning for what really matters, let’s get started.

🎧 Watch and subscribe on YouTube @PlanLifeRight
📍 Learn more at PlanLifeRight.com/consultation

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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