About Us

We assist our clients in working through the decisions that will help hedge against outliving their income, potential rising healthcare costs, and the impact of taxation and sequencing.

When you choose to meet with Expedition Retirement, you benefit from a comprehensive approach from a team of professionals with past experience addressing the unique needs of retirees.

As an independent firm, we can customize a Retirement Compass to fit the needs of each individual client rather than being held captive to any specific company. Our independence is vital to delivering objective, unbiased recommendations.

Independence and Objectivity

As an independent firm, we have the ability to customize a Retirement Compass to fit the needs of each individual client rather than being held captive to any specific company. Our independence is vital to delivering objective, unbiased recommendations.

  • Our independence allows for recommendations to be specific to your needs and goals 
  • We monitor and adjust your retirement plan as needed 
  • We are here for you today, and for your family tomorrow
  • Every aspect of your retirement plan is accounted for in your Retirement Compass
  • We create tailored solutions, not one-size-fits-all recommendations 
  • We educate you on all the options available to help you reach your specific financial goal 

 

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