GUIDANCE FOR RETIREMENT, FROM WOMEN WHO GET IT.

We don’t just talk numbers - we talk life.

Clear income. Confident decisions. A retirement that feels like yours.

You’ve worked hard, saved consistently, and tried to do the right things.
Now it’s time to understand what all that effort actually means for your retirement.

At The Retirement Ladies, we help you understand your retirement income, make confident decisions, and build a future you can actually enjoy.

Our Partners

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You deserve a retirement plan designed for YOU—not a generic template.

Whether you’re just starting to plan or getting close to retirement, the decisions you make today will shape your financial future. With the right guidance, you can retire with confidence and clarity—not uncertainty.

What We Do

Personalized Retirement Guidance

We help you balance your goals for tomorrow with your needs today—so you can enjoy life now and later.

With The Retirement Ladies, you’ll get:

A personalized review of your current retirement strategy

Clear insights into what your retirement income could look like

Guidance on investments, pensions, and savings options

Strategies to manage risk, taxes, and long-term income

Our goal is simple: help your income last as long as you do.

Schedule Your Complimentary Retirement Clarity Call

What to Expect When You Work With Us

  • What to Expect When You Work With Us

  • Analyze what your retirement income could look like

  • Identify gaps, risks, and opportunities

  • Answer your questions in plain language

faqs

Do I need to have everything figured out before meeting with you?

No. Most people feel unsure or overwhelmed when they reach out. We help you understand what you have and what it means—step by step.

What types of retirement accounts do you help with?

We help with pensions, 403(b)/457(b)s, 401(k)s, IRAs, annuities, and combining multiple accounts into one clear plan.

I have a pension—do I still need retirement planning?

Yes. A pension is a great foundation, but it’s only one piece of the puzzle. We help you see how it works with Social Security, savings, taxes, and long-term income needs.

Is there pressure to buy anything?

No. Our focus is education and guidance. You’ll learn your options and decide at your own pace.

Who do you typically work with?

We work with people nearing or in retirement, especially educators, healthcare professionals, nonprofit employees, and anyone with a pension or 403(b)/457(b). We also support families and individuals who want clarity.

How is this different from a traditional financial advisor?

We focus on retirement clarity and income planning, not just investments. We explain everything in plain language and support you long-term.

What happens during the Retirement Clarity Call?

We’ll listen to your goals, review your situation, answer your questions, and explain possible next steps. There’s no obligation.

When should I start planning for retirement?

It’s never too early—or too late. The sooner you get clarity, the better decisions you can make.

Can you help if I’m already retired?

Yes. Many clients come to us after retirement to make sure their income lasts and their plan still fits their life.

Who are The Retirement Ladies for?

Anyone who wants confidence and clarity about retirement income and their financial future—whether retirement is far away or right around the corner.

Is there a cost for the call or your services?

No, you don’t pay us directly. If you choose a strategy, we’re compensated by the financial or insurance companies we work with.

Do you sell financial products or investments?

We provide education and retirement income guidance. If appropriate, we may recommend insurance-based solutions, but you’re never required to move forward.

Nicole Rocher

Kimberly Taylor

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