Retire Your Way Dream it, plan it, live it.

MEET YOUR GUIDE

John Lipka Retirement Planner | Founder

I am passionate about helping individuals and families navigate the complexities of retirement. My mission is to empower my clients to help achieve their financial goals and enjoy a worry-free retirement. 

I focus on creating personalized retirement strategies that align with my clients' values and aspirations. Whether you're just starting to plan for retirement or are nearing your retirement age, I provide tailored strategies that address your unique financial situation.

My approach combines market knowledge, a commitment to ongoing education, and a dedication to client service. I believe that successful retirement planning involves not just numbers, but understanding your lifestyle desires, family needs, and legacy goals.

Outside of work, I enjoy spending time with my family. I have a beautiful wife and three amazing kids. Most of my time out of work is coaching their sports or getting them to and from activities. We love spending time outside together.

Let's work together and turn your retirement dreams into reality!

father and children baking
lady sitting at desk

OUR PROCESS Take the First Step Today

READ MORE ABOUT Our Services

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

IRA Legacy
Planning

Tax-Efficient
Strategies

Wealth
Management

Retirement
Income Strategies

Asset Preservation
Strategies

IRA/401(k)
Rollovers

Investments

Annuities