Focused on Your Future.
Rooted in Integrity.
Focused on Your Future.
Rooted in Integrity.
At American Tax & Retirement Planning, we believe retirement should be built on more than just savings — it should be built on confidence. Our mission is to help you plan wisely, protect what matters, and move forward with clarity.
📚 A Smarter Way to Approach Retirement
Our team specializes in helping individuals and families make informed financial decisions, reduce tax burdens, and maximize retirement income. Whether you’re years away from retiring or approaching your final stretch, we guide you with a strategy that reflects your personal goals and values.
With roots in the proven practices of federal benefits consulting, and now branching into broader retirement solutions for all Americans, we offer customized planning built for today’s challenges — and tomorrow’s dreams.
What We Stand For
Trust
You’ll always know where you stand — no surprises, just straightforward guidance.
🙋♂️ Built by People Who Care About People
Our advisors bring decades of combined experience in financial planning, retirement structuring, and client-first service. What sets us apart isn’t just what we do — it’s how we do it. We’re educators, partners, and advocates for your financial well-being.
We take a collaborative approach with every client, focusing on open communication, clear explanations, and personalized support. Whether you’re navigating complex decisions or planning for long-term goals, our team is here to simplify the process and help you move forward with confidence.
🤝 Relationships First. Always.
We take the time to truly understand the people we serve — their stories, their goals, and what matters most. It’s this personal connection that allows us to deliver thoughtful, dependable guidance with clarity and compassion.
What Our Clients Say
Hear from people who have transformed their financial future with our guidance.
❝ I didn’t realize how much uncertainty I had until they helped me lay it all out. Now I have a plan, and I finally feel like I’m in control of my future. ❞
Deborah M.
Retired Educator, 63
❝ They walked me through every option and explained things in a way that actually made sense. I feel so much more confident about my retirement decisions. ❞
Michael R.
Federal Employee, 59
❝ I used to worry I was behind. But after working with this team, I understand exactly where I stand and how to move forward. I’m finally excited about what’s next. ❞
Sara T.
Retired Postal Worker, 61
❝ I wasn’t sure what to expect, but they took the time to really understand my goals. It wasn’t a one-size-fits-all plan — it was tailored just for me. ❞
Angela R.
Small Business Owner, 49
❝ Retirement used to feel overwhelming. Now I know what steps to take, what to watch out for, and how to plan with purpose. ❞
David S.
IT Professional, 58
❝ They were honest, knowledgeable, and never made me feel rushed. I finally feel like I have a clear direction for my financial future. ❞
Maria H.
Federal Employee, 54