The Retirement Money Experts
Independent of any financial institution, our advice is agnostic. Our goal is to follow actuarial science and proven mathematical principles to help individuals, couples and business owners retire successfully with as much optimized retirement income as possible. Most people want to retire—it’s their end goal. So, that’s where we start. The RICP® (Retirement Income Certified Professionals®) designation gives us this unique mentality. Just like you wouldn’t build a house without blueprints, we design custom retirement plans you can implement throughout your career and throughout your retirement.
What Our Clients Say
The Retirement Money Experts
Meet The Retirement Money Experts
Utilizing the Two Economic Powers® Strategy
We are extremely honored to be affiliated with Dr. Wade Pfau, PhD, CFA®, RICP®. Dr. Pfau is Professor of Retirement Income in the PhD in Financial and Retirement Planning program, Co-Director of the American College Center for Retirement Income, and RICP® program director at The American College of Financial Services. Our firm, the Retirement Money Experts was founded by Jeff Sanger, RICP®, who serves as President and CEO. He follows the actuarial science and mathematical models laid out in the Two Economic Powers® Strategy when developing custom retirement plans for our clients.
Retirement Income Expert
When company pensions were replaced by 401(k) plans in the 1980s, people weren’t prepared. The traditional 401(k) is a great pre-tax accumulation vehicle, but when retirement time comes, you are often left with the advice to “withdraw 4%” or some other percentage: advice that could fail. You are not given the tools to plan for inflation, protect against other risks like losing a spouse or needing long-term care, much less address income taxes. At Retirement Money Experts, we use actuarial science to help our clients individually with custom plans to address accumulation and distribution as well as other risks.
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Personalization & Customization
Retirement Resources
Educational Papers and Videos for You
As licensed financial advisors focused on retirement, we bring you an array of educational videos and whitepapers you can use to learn more about why we developed and recommend the Two Economic Powers® Strategy versus the traditional accumulation model that we call the One Economic Power™. We also have a wide range of animated videos and whitepapers to help you understand the often-complex concepts behind the financial services industry. Our goal is that you understand your custom plan, and the “why” behind what we do.