Your friendly neighborhood retirement planners.
Here’s our story
The Retirement Co. began as a simple dream—one rooted in a deep love for people and a genuine desire to make a positive difference in their lives. I’ve experienced first-hand anxiety that comes with financial uncertainty, so I understand just how overwhelming it can be. Growing up in a household where money was always tight, I saw how difficult it is when finances are out of control. It can create stress and tension that affects every part of your life. That’s why I believe in the power of a well-designed, thoughtful financial plan—it can be the difference between simply getting by and achieving the retirement you truly want and deserve.
I know that in the world of traditional financial advice, there’s often a lot of bias and self-interest involved. That’s why at The Retirement Co., we stand for independent, objective guidance. Our goal isn’t to push a product or make a quick sale. It’s to provide real value—advice that’s tailored to your unique situation, delivered in a way that’s clear, personable, and meaningful to you.
We’re here to help you build a financial plan that works for you, not just for a financial institution. Your retirement is too important to leave to chance, and we’re here to guide you every step of the way.
Kaitlyn Sester
Co-Founder
We think you’re pretty cool.
We can’t wait to get to know you. Your life and experiences are unique, and they don’t fit into a neat little box like anyone else’s. And that’s exactly how it should be.
The truth is, there’s no one-size-fits-all rulebook when it comes to investing. So often, traditional advice tells you to work hard, save, and follow a prescribed path—only to realize that you’re simply ticking boxes without getting any closer to the life you truly want. Too much of the same old thinking, too little creativity in the approach.
That’s why we founded The Retirement Co. We wanted to create a space where your financial strategy isn’t just about following the rules—it’s about designing a plan that reflects you. We believe in thinking outside the box, because your goals deserve more than just a cookie-cutter solution.
What do you want your life to look like?
How we work
If you’re reading this, you’re probably looking to make some changes.
Our goal is to help you create a financial strategy to support your best years ahead. Which starts with a simple question: What do you want?
By thoroughly understanding you as an individual, we can plan a course designed especially for your wants and needs to help you plan for a perfect retirement.
Your best self is waiting.
We call our process The Score System: a methodology that helps you understand your ability to retire and is guided by your goals in retirement.
Sure, we have the latest technology and highly qualified advisors at your disposal. But none of that matters without a genuine interest in you.
Most of us want simple things: to know we’re going to be okay, live a happy life, and leave a legacy behind we can be proud of. If we’re lucky enough to have the opportunity to help you with this, we won’t take it lightly.
