A Unique Approach to Retirement Planning

Retirement planning built around you!

Adopting a holistic approach, we understand that planning is not a product – it’s a philosophy – and the core of our culture. After all, you’re the client, NOT your money.

Ogorek’s retirement planning process centers around time-tested guiding principles which have served our clients well through the years. We’ll help you create a customized plan that…

  • Reflects the retirement you want.
  • Prepares for a longer life expectancy.
  • Accounts for rising healthcare costs.
  • Maximizes your Social Security benefits.
  • Minimizes income and estate taxes.
  • Is invested neither too conservatively or aggressively, minimizing risk & maximizing return.

1. Discovery

  • Personalized one-on-one consultation.
  • Identify your goals and concerns.
  • Develop holistic approach to retirement planning.

2. Assessment

  • Thoroughly analyze your financial situation.
  • Establish a working baseline.
  • Qualify and quantify all objectives.

3. Developed Solutions

  • Plan your investment roadmap, presenting and weighing all options.
  • Educate and implement informed strategies.
  • Collaborate with your entire financial team for seamless integration.


  • On-going service, support & financial solutions.
  • 24/7/365 online Client Center investment portal.
  • Track and update metrics, ROI & success of your plan goals.
  • Help you succeed in living the best life possible.