Retirement and Pre-Retirement Planning

We view Retirement Planning as a process that helps in the development of a plan to reach your goals over time. Your retirement plan will change as your goals change. We begin the process by meeting with you to review all of your financial and insurance information. Thomas T. Riquier, CFP® and his team analyze your information and develop recommendations.

Thomas T. Riquier, CFP®, CLU, is President of The Retirement Financial Center, a CERTIFIED FINANCIAL PLANNER™ Professional and an Ed Slott Master Elite IRA Advisor Group™ member. He has 46 years of experience and understands the unique financial needs of maturing adults. Tom believes “your financial success is not only determined by how much you make when the markets go up, it is also determined by how much you don’t lose when they go down.”

Ed Slott's Elite IRA Advisor Group