Let’s face it: retirement anxiety comes when you realize you might outlive your savings.
Our mission is simple—to
make Sure living longer is
a reward, not a risk.
Our Story
Built for Confidence
Founded in 2008, RetireSURE was built to challenge the conventional buy-and-hold strategies that often fall short—especially near retirement.
Our process-driven, client-focused approach adapts to changing markets to ensure long-term success.
At its core is Relative Strength Methodology, a proven strategy that prioritizes top-performing investments in the market. Combined with a personalized wealth plan, this helps align your portfolio with your unique goals and timeline.
This isn’t passive investing.
This is proactive portfolio management that delivers results.
Our Principles
Ethics and excellence, every step of the way
Less mystery, more clarity
We remove emotions and guesswork from wealth management. Instead, we focus on strategy, process, and discipline.
Our goal is to give you the clarity and confidence to secure your financial future.
Long-term guidance that guarantees growth
Short-term wins can come from luck, but long-term success requires a disciplined approach.
That’s why we focus on what truly matters—helping our clients achieve their long-term goals and building lasting relationships along the way.
Aligned interests and shared values
As fiduciaries, we put your interests first. As professionals, we advise you as we would our families.
We believe the advisor-client relationship should be built on trust, transparency, and alignment of interests.
Stick with what works
Buy-and-hold can leave you stuck with underperforming investments and put your retirement at risk.
Relative strength takes an active approach, keeping your portfolio focused on top-performing assets at any given time.
Move with the market’s momentum
Markets move on supply and demand—buyers drive prices up, sellers push them down.
We align your portfolio with these trends to pursue growth while managing risk.
Preservation is our priority
Preserving your capital comes first.
While we seek growth in rising markets, our rules-based approach reacts quickly when significant risks arise.
Our Team
Experienced professionals focused on you
You deserve the retirement lifestyle you worked so hard for.
Stop letting market swings shrink your savings—see how our proven strategy makes your investments work harder for you.
