About Us

About Us

For current and future retirees, Expedition Retirement is the Comprehensive Retirement Planning company that provides non-biased education while delivering peace of mind for the transitional market. Only Expedition Retirement is able to offer a comprehensive and custom Retirement Compass to guide clients through any and all aspects of retirement.

Our Story

Our philosophy is to work with each client household individually because we know that no two situations are the same. We enjoy building relationships and offer personalized service at the comfort of your kitchen table. We will develop a cohesive, comprehensive retirement plan to help ensure you do not run out of money in retirement.

Through our experience, we have learned that the overwhelming priority of client base is to execute a retirement strategy that allows for peace of mind. Not only do clients not have to worry about running out of money, but all pertinent information is in one spot in the Retirement Compass.