Shawn Maloney/Retire Wise, LLC
Retire Wise, LLC helps clients grow and protect their retirement savings so they can Retire Happy! Giving them peace of mind about their future using a transparent, comprehensive approach to planning and their “Retire Happy Framework”. They also offer core financial services, as it all starts with the core basics. Secure your future with Retire Wise, LLC – where retirement and financial planning meet to make your golden years shine!
Customized, proven, and holistic strategies designed to meet your goals and risk tolerance. Retire Wise, LLC will analyze your situation to make personalized recommendations. Building long and short term strategies that help you realize your retirement success. Every successful retirement/financial plan starts with an excellent client relationship. Their mission and values include providing unmatched service and exceeding their client’s expectations. Acting as a fiduciary, they make sure your best interest is always upheld.
They believe in being transparent and educating clients as you go, not just throwing numbers and a plan at them. Part of the planning also includes what else goes into your retirement happiness and wellbeing, beyond the finances.
Our Community Partner for this episode of Northeast Georgia Business Radio is Winfield Realty Group. A giant thank you to Randy Winfield and his team for their continued support. Winfield Realty Group provides a “concierge”, “best in class” personal level of service to their clients. First time homebuyer, relocation, buying/selling your home; Winfield Realty Group is ready to assist!
