Welcome to Retirement Specialist Inc.

One of the most important decisions you will ever make is who you choose to be your Retirement Planner!

Retirement Specialist Inc. has been helping people in South Carolina plan for, transition to, and enjoy retirement for nearly a decade.  We understand that no planning strategy or financial product will work for every situation so we tailor each financial plan to fit your specific needs.

We have found that very few people have a written retirement plan; what they have is a pile of statements and a lot of unanswered questions.  We simplify that pile of statements into a one-page snapshot that is our retirement blueprint.

Michael Trent, President of Retirement Specialist Inc., has developed a unique retirement planning tool called the Beta-Blueprint.  This is a very effective tool that helps clients visualize retirement and assists people in making a number of key decisions that need to be made for retirement.  Here are a few:
  • When to elect Social Security
  • Where to place assets  
  • Figuring out your retirement lifestyle 
  • How to calculate and adjust for the lost income after the passing of a spouse
We can guide you through these decisions and many others related to retirement.

Retirement Specialist Inc. has offices in Columbia and Greenville and is available throughout the state by appointment. 





 
 
 Investment Advisory Services offered thru Regal Investment Advisors LLC., a SEC registered Investment Advisor.  Retirement Specialist Inc. is independent of Regal Investment Advisors.