Our philosophy at Stearns Retirement Group is that we are the coach who can assist you in identifying and working toward your financial goals. Our seven-step educational process can help you identify your objectives, as well as the strategies that give you the best chance of achieving your goals. We specialize in serving those who are retired or nearing retirement.

For over 20 years, we have helped thousands of clients better protect their hard-earned savings so they can use it as a renewable source of income in retirement. We offer the following services: Retirement Planning, Investment Management, 401(k) & IRA Rollovers and Conversions, Life Insurance and Long-Term Care, Tax Planning, and Estate & Legacy Planning, as well as specialized services in Social Security and Required Minimum Distributions.