Professional advice tailored to your specific retirement goals.
The Agile Retirement Management™ process helps you celebrate the life you have while navigating toward the retirement you want. No paint-by-numbers. No plug-and-play. We start with your dreams and goals, and together we create a financial strategy you can't wait to implement.
Don't just invest in your portfolio. Invest in your life.
Find your best retirement with conversations—not equations.
Traditional retirement wants us to believe that if we trust the market, invest hard, and save relentlessly that we’ll have everything we need when we stop working. But how do you know what you need?
Rocking retirement isn’t a calculation. It’s an extension of a happy life. Keep scrolling to find out how top retirement podcast The Retirement Answer Man® (and his not-so-alter ego, Roger Whitney) can show you how to add up what really counts.
Hey there!
I’m Roger Whitney.
I’ve guided hundreds of clients into their dream retirements and helped thousands more through my Retirement Answer Man® podcast and Roger That! YouTube series.
I’ve been a CERTIFIED FINANCIAL PLANNER™ professional for more than 25 years, and I’m using every one of my credentials (CFP® certificant, CIMA®, CPWA®, to name a few) to make sure people aren’t only planning for their strongest retirements, but also living their best lives along the way.
Our Values
Stewardship
We recognize that we have been entrusted with someone’s lifelong savings, goals, and dreams. We embrace our duty to serve others responsibly and with care.
Positive Outlook
We focus on solutions.
Authenticity
The greatest gift we can give the world is to be all of who we are.
Collaboration
Magic happens when great people work together.
Fun
We take our work seriously, but not ourselves. We bring a sense of play to all that we do.
Boundaries
We stay within our circles of competence, confidence, and capacity.
Golden Rule
We treat everyone we interact with as we ourselves would like to be treated.
DWWSWWD
We always strive to do what we say we will do.
Our Purpose
We exist to empower people to rock retirement.
Our Mission
Establish the most comprehensive retirement planning ecosystem that fully integrates life, money, and agile project management.