Certified Financial Planning in Punta Gorda, FL

Not Just Financial
Advisors

We Secure Your Financial Future

Our Mission:

Empowering Your Tomorrow

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retirement planning

Our Guidance. Your Future.

We are dedicated retirement wealth advisors offering certified financial planning in Punta Gorda. We ensure you make every decision with the three pillars – knowledge, integrity and independence – in mind. Our mission is simple – to help you secure your future after retirement with effective financial plans.

Whether you want to review your current financial plan or create a new one, we offer complimentary evaluation services tailored to your current situation. 

Our team of certified financial planners offer:

  • Retirement Investment Selection and Risk Management
  • Portfolio Management and Modification
  • World-Class Concierge Service
  • Goals-Based Planning
  • Strategic Financial and Income Planning

We Are Your Financial Architects

Building Your Financial Future 

At Retirement Wealth, we don’t just manage money; we are the architects of your financial future after retirement. We are your strategic partners, reflecting your values, your vision and your personal goals through a planned roadmap. With our thoughtful and disciplined approach, we deliver smart, forward-thinking strategies rooted in expertise and integrity.

Feel confident on your retirement path with us and align your wealth with what truly matters to you.

Retirement Planning
retirement planning

Our Approach

Tailored to Your Vision

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Comprehensive Financial Analysis

Our team carefully assesses your current financial situation, including investments, income, risk exposure and any gaps in your strategy.

Customized Financial Strategies

Based on financial analysis, we design a plan customized for your goals, risk comfort and the lifestyle you envision post-retirement.

Ongoing Monitoring and Adjustments

Financial planning is dynamic. Markets change with life. We regularly review your portfolio and make thoughtful adjustments to keep you on track.

Clear, Transparent Communication

We value clarity and discuss what, why and how we are doing to support your goals. We ensure zero confusion with honest and clear conversation.

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Who Do We Serve?

Lifelong Confidence with Local Roots

We serve individuals and families who are looking for comprehensive retirement planning services. We offer our financial solutions to those who want to build a future that ensures peace, fulfillment and financial confidence after retirement.

  • Just starting their retirement journey
  • Approaching retirement
  • Already retired 

 

For those who are seeking more clarity and structure, we are here for you. We support all stages of life with dynamic strategies rooted in experience and clarity.

Our planners are true partners in your financial journey, ensuring you benefit from face-to-face engagement and deep community knowledge. We are available to deliver personalized retirement planning with a local touch, ensuring you receive the best care.

Our Tailored Services

We Offer Goal-Oriented Dynamic Solutions

retirement financial planning cape coral

Retirement Investment Selection and Risk Management

We build diversified and evidence-based portfolios that are designed to withstand dynamic market situations. Our team focuses on smart risk management, cost efficiency and tax-aware investment.

Evidence Over Emotions

We focus on disciplined, data-driven research and tested strategies, not emotional reactions.

Portfolio Management and Modification

Markets are dynamic and so are our services. We don’t design strategies and forget them – we adjust your portfolio to align with the changing personal goals or market conditions.

World-Class Concierge Service

We offer a high-touch, personalized client experience. Our dedicated team ensures regular check-ins, proactive updates and fast responses to keep our clients as our top priority.

Goals-Based Planning

Our planners use your data to back our decisions. We also understand that emotions matter and help you stay grounded and avoid common behavioral mistakes while planning.

Get in Touch with Us

We Secure Your Financial Future

Retirement Wealth Advisors is your financial partner delivering secure future post-retirement solutions and certified financial planning in Punta Gorda and the surrounding areas. Get in touch with us to secure your future with our dynamic financial solutions.

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Our Experts:

The Team Behind Your Financial Success

Our team of seasoned professionals brings decades of collective experience in financial planning, investment management, and wealth preservation. We are dedicated to helping you achieve your financial goals by offering guidance that is both strategic and thoughtful.

Meet the professionals who will be working with you every step of the way:

Erick Kearney
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Eric Kearney

President and Senior Investment Advisor

Joseph Lanza - Investment Advisor Representative
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Joseph Lanza

Investment Advisor Representative

Autumn Foster
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Autumn Foster

Executive Assistant, Client Liaison

Donna Krohn
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Donna Krohn

Certified Financial Planner™
Global Financial Planning Fellow,
Behavioral Finance Advisor™

Each member of our team brings unique expertise and a deep commitment to helping you achieve your financial goals.

Together, we provide a level of service and insight that ensures your financial future is in capable hands.

Contact us

By submitting your personal information, you consent to be contacted by Retirement Wealth Advisors LLC staff and financial professionals regarding our classes, and your financial strategy for retirement.

Ready to take control of your finances and secure your future?

Learn more
Wealth Reimagined Guide

Portfolio Recovery Strategy Guide

By submitting your personal information, you consent to be contacted by Retirement Wealth Advisors LLC staff and financial professionals regarding our classes, and your financial strategy for retirement.

Retirement Income Guide

By submitting your personal information, you consent to be contacted by Retirement Wealth Advisors LLC staff and financial professionals regarding our classes, and your financial strategy for retirement.

Wealth Re-Imagined

By submitting your personal information, you consent to be contacted by Retirement Wealth Advisors LLC staff and financial professionals regarding our classes, and your financial strategy for retirement.

INVESTING FOR TODAY'S WOMAN

By submitting your personal information, you consent to be contacted by Retirement Wealth Advisors LLC staff and financial professionals regarding our classes, and your financial strategy for retirement.

Your roadmap to confident retirement income planning

By submitting your personal information, you consent to be contacted by Retirement Wealth Advisors LLC staff and financial professionals regarding our classes, and your financial strategy for retirement.

Donna Krohn

Donna Krohn

Certified Financial Planner™
Global Financial Planning Fellow,
Behavioral Finance Advisor™

Donna has been working with financial advisors around the United States, United Kingdom, and Australia since 2013. She relocated to Southwest Florida in 2016. “My favorite aspects of my job is to put together the pieces of someone’s life so they can clearly see where they are today. It is tremendously satisfying to show people how their actions (big and small), even with mistakes and setbacks, have put them in a situation that is stronger than they could of imagined. Giving clients that peace of mind through planning and educating them on financial situation and options is core reason why I chose to be a Financial Planner.” Donna is a Certified Financial Planner®, Global Financial Planner (US), and a Behavioral Finance Advisor. The cross section of certifications across multiple disciplines in Financial Planning, allows Donna to take a thorough and dynamic approach to planning with individual clients. She remains active in these communities within financial planning, facilitating educational conferences, both domestically and abroad. Donna earned a Bachelor of Science Degree from Penn State University and holds a Certificate in Financial Planning from the Terry College of Business at the University of Georgia. Donna is also a Behavioral Finance Advisor which emphasizes a holistic approach to financial planning. Outside of professional pursuits, Donna loves to travel to locations where she can indulge her hobby of underwater photography. She lives in Southwest Florida with her significant other Jason and their family of rescued animals – Scotty, Sanibel, Sassafras and Skyler.

Autumn Foster

Autumn Foster

Executive Assistant, Client Liaison

Autumn has spent over 12 years in the marketing industry before arriving at Retirement Wealth Advisors. “I love interacting with our clients. Whether I am helping them establish a relationship with our firm, transitioning over their accounts or troubleshooting an operational issue, there is never a dull moment. I also enjoy working and finding ways to improve efficiencies in our operations.” Autumn resides in Cape Coral, FL with her husband, two daughters, and great Dane. She loves giving to local animal shelters and has built multiple homes for Habitat for Humanity in her community.

Joseph Lanza - Investment Advisor Representative

Joseph Lanza

Investment Advisor Representative

Joseph arrived at Retirement Wealth Advisors in 2017, his passion for finance and helping others has grown since. Joseph earned his Associates Degree while graduating high school at the same time and graduated from Florida Gulf Coast University with a bachelor of finance and a concentration in financial services. Joseph currently holds his Series 65 securities license and is working on becoming a Certified Financial Planner.

Erick Kearney

Eric Kearney

President and Senior Investment Advisor

Recognized as S.W. Florida’s Premier Investment Advisor, Eric Kearney with Retirement Wealth Advisors LLC has been helping clients reach and maintain their financial goals since 2001. As a trusted advisor, Eric takes a comprehensive approach with his clients and assists them in achieving their financial goals. He thoroughly educates his clients about the advantages and disadvantages of the financial decisions they make. He also helps to create and execute a sophisticated portfolio, as well as a tax and estate plan that guides them throughout retirement. Eric continues to educate himself to stay at the forefront of planning and investments for his clients. Eric has a television show on Saturday mornings on CW and on Sunday mornings on ABC, as well as a radio show on 92.5 Fox News. He continues to write and educate people on his blog at www.erickearneyblog.com and currently teaches a wealth management course titled Rejuvenate Your Retirement and Foundation for Retirement at both FSW and FGCU to successful pre and post retirees..