Retire Wise, LLC

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Retire Wise, LLC Providing retirement planning, financial planning, wealth management, social security optimization, and investment services.

We are a fiduciary firm that helps clients grow and protect their retirement savings so they can have peace of mind about their future using my transparent, comprehensive approach to planning. We help clients grow their retirement savings while preserving it from fees and market risk, so they can retire confidently utilizing our Retire Happy Framework™️! We make sure your ideal interests are always upheld! Customized and personalized strategies designed to meet your goals and risk tolerance. We analyze your situation to make personalized recommendations. Preserve your future with Retire Wise, LLC, where retirement and financial planning meet to make your golden years shine! Contact us to learn more about how we can help you plan for the future and retire confidently. Investment advisory products and services are made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.

02905124-03/25

10/17/2026

Worried about running out of money in retirement? How you withdraw your savings can be just as important as how much you've saved.

We’re excited to share that Retire Wise has been named a finalist for the 2026 Gwinnett Business Excellence Awards! 🎉 We...
10/16/2026

We’re excited to share that Retire Wise has been named a finalist for the 2026 Gwinnett Business Excellence Awards! 🎉 We’re grateful to be recognized alongside so many great businesses in our community.

What’s scarier than Halloween? Entering retirement unprepared! 👻Running out of money, market downturns, unexpected healt...
10/16/2026

What’s scarier than Halloween? Entering retirement unprepared! 👻

Running out of money, market downturns, unexpected healthcare costs… some of retirement’s biggest fears can feel downright frightening, especially when you're approaching the finish line.

In this Halloween-themed episode of Retire Wise, we break down five common retirement frights and how thoughtful planning can help you face them with greater confidence 💪

Watch now on our YouTube channel or listen wherever you get your podcasts! 🎙️

It’s time for Treat or Trick! 🎃“My monthly bills are covered. My retirement budget is complete!”Would you call this a tr...
10/15/2026

It’s time for Treat or Trick! 🎃

“My monthly bills are covered. My retirement budget is complete!”

Would you call this a treat or a trick? 🤔
Take your guess… 👇
🟠
⚫
🟠
⚫
🟠
⚫

The answer: TRICK! 👻

Having your monthly bills covered is a great start. But a fuller retirement budget also considers expenses that happen seasonally, occasionally, or unexpectedly.

Think home maintenance, vehicle repairs, out-of-pocket healthcare costs, gifts, and travel.

🍬 The treat? Making room in your retirement budget for occasional expenses like home repairs, travel, and holiday gifts. Setting aside money for these costs can help you prepare beyond your monthly bills with fewer surprises and greater clarity about your spending.

10/14/2026

Social Security isn’t just about choosing when to claim. It’s about understanding how that decision fits into your overall retirement income strategy.🕛

Your earnings history, claiming age, marital status, employment income and taxes can all affect your benefits. It can also be helpful to consider how Social Security may work alongside pensions, retirement accounts and other income sources.

In this week’s Wise Wednesday video, Shawn explains some of the important factors to consider before making a Social Security decision.💭

Do you know how Social Security may fit into your retirement income strategy?

If you’d like to discuss how Social Security may fit into your retirement income strategy, our team is here to help.
📞 404-692-1233
🌐 www.retirewisepro.com

10/12/2026

Just because you can claim Social Security at 62 doesn't mean you should. The timing of your benefits can have lasting consequences for your retirement income and potentially the benefits your spouse receives after you're gone.

10/10/2026

There was a time when retirement was as simple as collecting a pension, turning on Social Security, and enjoying life after work. But that traditional retirement model has changed.

10/08/2026

Get our free insurance guide

Retirement planning has changed. Has your strategy kept up? 🤔We're living longer, traditional pensions are disappearing,...
10/08/2026

Retirement planning has changed. Has your strategy kept up? 🤔

We're living longer, traditional pensions are disappearing, Social Security decisions are becoming more important, and AI is changing how people approach their finances ⬇️

The retirement playbook from 10 or 20 years ago may not be enough for today's challenges.

In this episode of Retire Wise, we share a 2026 reality check on what it takes to build a retirement plan that lasts.

🎧 Don't miss it: Now live on YouTube and wherever you get your podcasts!

10/07/2026

The five to eight years before retirement aren’t necessarily about making dramatic changes, they’re about bringing all the pieces together. 🧩

This is an important time to think about the lifestyle you want, estimate your monthly expenses, review your potential income sources and organize retirement accounts from current and previous employers. It’s also a good opportunity to begin considering Social Security, Medicare, debt and upcoming major expenses. 💰

In this week’s Wise Wednesday video, Shawn explains how looking at these areas early can help you identify potential gaps while you still have time to make adjustments and build a more coordinated retirement strategy.

Are you beginning to think about what you want retirement to look like?

If you’d like to discuss your retirement goals, our team is here to help.
📞 404-692-1233
🌐 www.retirewisepro.com

Address

344 SCENIC Highway
Lawrenceville, GA
30046

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14046921233

Website

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