4631 Chumuckla Hwy Pace, FL Phone: (850) Fax: (850)

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1 Pursuing your investment goals is a collaborative effort; choice on your part, commitment on ours Chumuckla Hwy Pace, FL Phone: (850) Fax: (850) info@theretirementplanners.com

2 What can we do for you? IRA ROTH Asset Allocation Stocks and Bond Trading Trust Planning 401K 403B Life Insurance Financial Planning Retirement Planning and so much more!

3 The Retirement Planners is a Registered Investment Advisor located in Pace, FL. All securities are cleared through Silver Oak Securities, Inc., which is a member of FINRA/SIPC. The firm provides financial planning services for individuals, families, corporations, trusts and retirement accounts. Our mission is to guide our clients in making the right decisions for their financial future. We believe that we will accomplish this through education, communication and providing services over and above the average advisor or financial firm. Your goals, age, and attitude towards risk are very important when creating a sensible mix of investments. We will identify a portfolio that matches your unique situation and will continue to monitor your investments to meet your ever-changing needs. We will work hard to be your trusted advisor when you are faced with those critical financial decisions. Thank you very much for your interest in The Retirement Planners. Please know that all personal and financial information is treated with strict confidentiality whether or not you become a client. Feel free to contact our office at (850) with any questions or to schedule your complimentary consultation. We look forward to hearing from you. Sincerely, John Steele CFP, CRC, CRPC Financial Advisor The Retirement Planners

4 John E. Steele CFP CRC CRPC Financial Advisor John Steele retired from the United States Navy March 31 st, John and his wife, Esmeralda live in Pace along with their two children, Anthony and Alisson. With over 30 years of experience in the retirement and financial planning industry, John s certifications and licenses include but are not limited to: Certified Financial Planner, Certified Retirement Counselor, and Chartered Retirement Planning Counselor SM. John is President of The Retirement Planner Professionals, Inc., a Florida Corporation, and The Retirement Planners, USA, LLC a Registered Investment Advisor. He is a member in good standing with The Financial Planning Association, the Better Business Bureau, and the Santa Rosa County Chamber.

5 Madison Paxton Office Manager Madison obtained her bachelor s degree in Public Relations with a minor in Marketing from The University of West Florida. She began working in the financial industry at the age of 18 under a broker in Athens, Georgia where she attended the University of Georgia. Madison and her husband Ian reside in Pensacola. She enjoys reading and playing with her dogs. Hillary Hughes Relationship Manager Hillary served in the United Sates Army for three years and owned her own stained glass business for 16 years. She volunteers regularly with her church and has organized and led numerous mission trips to Kazakhstan and Uganda. She also volunteers as a Guardian ad Litem. Hillary and her husband Bob reside in Pace and enjoy spending time with their beautiful grandchildren. Amber Lunsford Marketing Director Amber obtained a B.S.B.A. in Marketing with a minor in Management and specializations in Marketing Technology and Supply Chain Management from the University of West Florida. She has previous experience in promotional campaigns, sales, management, retail, & accounting. Amber and her husband Tanner reside in Chumuckla. She enjoys the great outdoors and volunteering with her church.

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7 Retirement Planning Financial Planning Economy Market Politics Listen to us live every Saturday morning! 9:00 AM Have a question or comment? No Problem! Join us live on the air by calling

8 First Appointment Check List: In order for us to best serve you during your initial consultation, it is important that you bring the following items with you: Brokerage Firm Statements Mutual Fund Statements Annuity Statements and Policies Retirement Plan Statements Insurance Statements and Policies Social Security Benefit & Earnings Statements Current Tax Return Copy of Wills and/or Living Trusts Estimated Monthly & Annual Budget List of Any Questions You May Have Your complimentary review will only be effective if we have the paperwork necessary to evaluate and guide you for the future.

9 Directions from Highway 90 in Pace Turn North on Chumuckla Highway. Travel 0.4 miles Office is located on the left. Look for our sign and the flag pole. We are located right down the street from Alyssa s Antique Depot

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12 Starting Balance: $100 Annual Rate of Return: 6.5% $788, Total Worth in 45 Years: Monthly Contribution: $250 Years Contributing: 45 years Total Interest: $653, Total Contributions: $135, *assumes yearly compounding Starting Balance: $100 Annual Rate of Return: 6.5% $397, Total Worth in 35 Years: Monthly Contribution: $250 Years Contributing: 35 years Total Interest: $292, Total Contributions: $105, *assumes yearly compounding

13 Starting Balance: $100 Annual Rate of Return: 6.5% $188, Total Worth in 25 Years: Monthly Contribution: $250 Years Contributing: 25 years Total Interest: $113, Total Contributions: $75, *assumes yearly compounding Starting Balance: $100 Annual Rate of Return: 6.5% $77, Total Worth in 15 Years: Monthly Contribution: $250 Years Contributing: 15 years Total Interest: $32, Total Contributions: $45, *assumes yearly compounding

14 Certified Financial Planner (CFP ) To find CFP Designations go to and search in the right hand column by name, city, state, or zip. Certified Retirement Counselor (CRC ) John E. Steele To find CRC Designations go to and click Find a CRC ' and search at the bottom of the page. Chartered Retirement Planning Counselor SM (CRPC ) To find CRPC Designations go to click Find an Advisor in the center of the page to search by name, city, state, or zip. General Securities Representative, General Securities Principal, Investment Company Products / Variable Contracts Representative, Investment Company Products / Variables Contracts Principal, Municipal Fund Securities Principal, Investment Adviser Representative, & Uniform Securities Agent For more information on FINRA licensing, registration, and history go to and search by name, firm, or CRD# under Broker Check in the right hand column. If you have any questions or would like more information about John s credentials, please do not hesitate to call us at (850)

15 Thank you for voting us Best of the Bay for Best Financial Planning Firm! We couldn t have done it without you!

16 Securities offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Fee based advisory services through The Retirement Planners, USA, LLC a registered investment advisor not affiliated with Silver Oak Securities, Inc.