Why Choose Customized Retirement Strategies?
At Customized Retirement Strategies, we understand that each individual has unique goals, dreams, and financial situations. Our expert team leverages over 50 years of experience in the financial industry to create tailored retirement plans that align with your specific needs.
Our mission is to help you build a robust financial future without the fear of “Financial Eternity.” We focus on maximizing your savings while minimizing the impact of inflation, taxes, and fees. With our personalized approach, you can confidently navigate your retirement journey, knowing that your financial security is in capable hands.
Reach Out to Us
Featured Videos
Home Ownership
Mortgage Advice
Doug Andrews
Discover why Indexed Universal Life (IUL) insurance is the ultimate tool for managing real estate investments and accelerating wealth.
Life Insurance
Life Insurance Retirement Policy
David McKnight
If you’re worried about running out of money early in retirement, or are afraid that your future taxes will be more than you planned for, getting to the 0% tax bracket is key. Tax rates are likely to rise in the coming years, so building a tax free retirement is more important than ever.
Retirement Savings
401k Advice
Ted Benna
Help with 401K Rollovers. Father of 401k speaks his fear in 2023-2024.
Award winning industry leaders with a track record of excellence
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Meet Our Team
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$140MM
in total sales for 2020
412
transactions in 2020
$700k
average sales price
100+
total years experience