Plan Life Right
Retirement Planning for Confident, Secure Futures
Plans
Secured
Educational
Workshops
Years of
Experience
Happy Client
Testimonials
About Us
Helping You Retire with Clarity and Confidence
At Plan Life Right, we specialize in helping retirees and pre-retirees protect their assets, create tax-efficient income, and make smart, informed decisions about their financial future. Our education-based approach empowers you to navigate retirement with peace of mind, personalized support, and long-term security.
What We Offer
Retirement Income Planning
We build personalized strategies to generate reliable, tax-efficient income streams so you can enjoy your retirement without financial stress.
Life & Legacy Protection
Protect what you’ve worked hard to build. Our estate and insurance strategies ensure your loved ones and legacy are secured.
Your Prosperity Blueprint
This one-on-one consultation gives you a step-by-step game plan tailored to your life goals, risk tolerance, and future vision.
What Our Clients Say
-
Plan Life Right helped me turn retirement from an overwhelming worry into a confident transition. Their clarity and care gave me peace of mind.
David H., Retired Executive
-
The Prosperity Blueprint gave us a roadmap we could understand and trust. We finally feel in control of our future.
Karen & Jim M., Pre-Retirees
-
From income planning to life protection, Kevin and his team gave us the tools we didn’t even know we needed. Highly recommended.
Michelle T., Small Business Owner