RetireVest Financial Coordinated Retirement Income Planning

What you have built over decades calls for a coordinated approach in retirement.

RetireVest helps people approaching or living in retirement coordinate investments, Social Security, withdrawals, annuities, insurance, and tax considerations into one understandable retirement-income strategy.

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A coordinated view of retirement

In retirement, decisions about income, investments, insurance, taxes, and liquidity can affect one another. RetireVest begins with your situation—not a product—and considers what purpose each part should serve, what it costs, what flexibility it provides, and what tradeoffs it creates.

What RetireVest helps coordinate

Retirement Income Planning

Coordinate Social Security, withdrawals, pensions, reserves, and other income sources.

Investment Management

Coordinate taxable investment accounts, IRAs, and workplace retirement plans within a portfolio designed for retirement income, liquidity, costs, taxes, and market risk.

Annuity and Insurance Review

Understand a contract’s costs, benefits, restrictions, tax treatment, liquidity, and role in the larger strategy.

Planning Through Life Transitions

Put decisions in a sensible order after retirement, widowhood, divorce, inheritance, relocation, or another significant change.

Meet David Olsen

David Olsen founded RetireVest after a career spanning nearly three decades across retirement plans, securities markets, annuity strategy, insurance and independent financial planning. That experience gives him a broad view of the decisions that become interconnected in retirement—and the costs, limitations and tradeoffs that should be considered alongside any recommendation.

David holds the ChFC®, CLU®, and RHU® designations. When you work with RetireVest, you work directly with David—from the first conversation through ongoing decisions.

Based in Sarasota, serving the greater Sarasota and Tampa Bay area.

David Olsen, founder of RetireVest Financial

Start with one question

You do not need every account or document organized before reaching out. A first conversation is an opportunity to explain what prompted you to contact RetireVest, hear how David would approach it, and determine whether working together makes sense.

David begins by understanding what matters to you, organizes the decisions that affect one another, evaluates the available alternatives, and explains the recommendation, costs and tradeoffs before anything moves forward.

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