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Our Retirement Planning Services

Retirement Planning in Hagerstown & Frederick, MD

We know the process of preparing for retirement can be daunting. You have worked hard and built a nice nest egg and now it’s time to decide what to do with this money? You also need to make decisions regarding Social Security, your healthcare coverage, and how much you can afford to spend each month.

You’re probably thinking; Who can I trust to help me? Selecting the right financial planner is a very important decision.

I’m Jeff Bowers, a Certified Financial Planner with Plan2Retire. Let me give you a few reasons why you should consider us for your retirement planning.

First, because we are a Registered Investment Advisor, or RIA, we have a fiduciary duty to always act in your best interest. We believe in being transparent and no pushy sales tactics. Simply put your long-term success is our long-term success.

Secondly, we believe the best way to achieve your financial goals is to make decisions through our time tested Plan2Retire process. This process provides a Retirement Readiness checklist, a custom investment portfolio, maximizes your Social Security and coordinates your healthcare coverage.

However, life rarely happens as we plan. We know there will likely be a few bumps in your retirement journey so the third reason you should do business with us is that we have a proactive service culture. If we haven’t heard from you, we will call you. We aren’t one of those financial advisors that you never hear from. I would stack our client communication up against any other firm.

We invite you to take a few minutes to explore more of our videos or our web site blogs. When you are ready, please click the link below to schedule an introductory phone call or a no obligation initial consultation.

What To Expect


To start, we’ll have a discovery meeting — either in-person or through eMoney onboarding — to access your current financial situation.


From there, we’ll make recommendations and implement our suggested services and products.


After that, we’ll continue to monitor your progress and make adjustments to ensure your finances remain in good health.

Our retirement planning includes:

Retirement Readiness Checklist

Maximize Social Security

Custom Investment Portfolio

Coordinate Healthcare Coverage

What It Costs

Learn about our wealth management fees.

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Schedule a No-Obligation Introductory Phone Call.

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