Retirement Financial Planner in the Quad Cities
At Plan2Thrive Financial Services, we help individuals and families in Davenport, Bettendorf, Eldridge, Moline, and Rock Island build confident retirement plans. As a fiduciary retirement financial planner, we put your interests first, always.
What a Retirement Financial Planner Does
A retirement financial planner helps you answer critical questions: When can I retire? How do I turn my savings into income? How do I minimize taxes? How do I make my money last? We work with you to build a personalized plan covering:
- Retirement income planning & withdrawal sequencing
- Social Security optimization
- Roth conversion & tax minimization strategies
- Healthcare cost planning (Medicare, long-term care)
- Required Minimum Distribution (RMD) planning
- Investment portfolio management in retirement
- Estate planning coordination
Our Approach
We are a fee-only, fiduciary firm. That means we are legally required to act in your best interest and we never earn commissions. We serve clients throughout the Quad Cities, including Davenport, Bettendorf, Eldridge IA and Moline, Rock Island IL.
Who We Work With
We specialize in serving pre-retirees (ages 55 to 65) and retirees who have accumulated $500,000 or more in investable assets and want a comprehensive plan, not just investment management.