About Us

Ready 2 Retire provides retirement guidance for people who want to retire with financial confidence.

All too often, individuals who are ten years away from retirement are never told that there are two things you must plan for to have a successful retirement – the Risks & Rewards. Most financial advisors only talk about the Rewards – the money you have saved and invested in your retirement accounts. We take a wholistic approach instead.

We know that for most people, the Risks of retirement will cause the biggest problems. Ready 2 Retire exists to make sure you enjoy your retirement, while also avoiding:

  • Accidentally running out of money and having to “un-retire”

  • Paying too much on taxes or financial fees

  • Not factoring in the rising costs of health insurance and long term care

  • Failing to plan for massive inflation or economic recession

Ready 2 Retire is a division of Insurance Advantage which is headquartered in Columbia, SC.

Successfully arriving to the top of your retirement mountain is not enough… you need to be able to navigate down the mountain of retirement too.”

We proudly support these charities: