Retirement Planning From Anywhere in the U.S.
Virtual Retirement Planning Nationwide
You do not need to live near our office to get a clear, personal retirement plan. We work with pre-retirees and retirees across the United States by secure video meeting and by phone, with the same one-on-one guidance as sitting across a desk.
Book My Free Retirement Clarity SessionNo cost and no obligation. Meetings Monday through Friday, 9:00 AM to 5:00 PM Eastern.
Planning Without the Drive
One-on-One Planning, Wherever You Live
Whether you live in Ohio and plan to move to Florida, split the year as a snowbird, or simply prefer to meet from your kitchen table, virtual planning gives you a real relationship with your planner without the commute.
We share your plan on screen so you see the same numbers we do and can ask questions as we go. Your spouse or adult children can join from their own location. A computer, tablet or smartphone is all you need, and phone-only meetings are always an option.
Same planning, same attention, same plain-English answers. Just more convenient.
Read: How to Turn Your Retirement Savings Into Monthly Income →Who We Help Virtually
Who Virtual Retirement Planning Is For
Our virtual clients come from all over the country and every stage of retirement.
Pre-Retirees
People within 10 years of retirement who want a plan for income, taxes and Social Security before they stop working.
Future Floridians
People planning a move to Florida who want to start before they relocate, including domicile and real Florida costs.
Snowbirds
Retirees who split the year between two homes and want one planner they can reach from either one.
Families in Different Places
Couples and adult children who want to join the same meeting from different cities or states.
Second-Opinion Seekers
Retirees who want a fresh look at an existing plan, annuity, pension decision or Social Security strategy.
Busy Professionals
People who would rather use a lunch hour than take half a day off for an office visit.
We also meet in person by appointment with clients in Kissimmee, Tampa, Lakeland and Ocala.
Read: Why Florida? The Most Affordable Places to Retire →Your First Meeting
What to Have Ready
You do not need everything for the first conversation, but these help us give you real answers sooner: your Social Security statement from ssa.gov, recent 401(k), IRA and brokerage statements, pension estimates, your latest tax return, and any insurance, annuity or long-term care policies. Please never email your Social Security number or account passwords. We will show you a secure way to share documents.
No cost. No obligation. Just clear answers.
Read: The Florida Retirement Cost Breakdown → Book My Free Retirement Clarity Session
Our Process
How Virtual Planning Works
Four simple steps, all from the comfort of home.
01
Book
Choose a time online or call (407) 974-7100. You will get your meeting link or call-in details.
02
Meet
A free 30 to 45 minute video or phone conversation about your goals, income and biggest worries.
03
Plan
We review your retirement plan together on screen, including income, taxes, Social Security and healthcare.
04
Stay on Track
Regular check-ins keep your plan current as tax laws, Medicare rules and your life change.
What We Cover Virtually
Planning Topics We Handle From Anywhere
Almost everything we do in person works just as well by video.
Retirement Income Planning
Turning savings, pensions and Social Security into a dependable monthly paycheck.
Social Security Strategy
When to claim, spousal benefits and survivor strategies to maximize lifetime income.
Tax-Efficient Strategies
Roth conversions, RMD planning and withdrawal order. Try our free Tax Bomb Calculator.
Healthcare Planning
Medicare decisions and bridging the gap if you retire before 65.
Try the free Tax Bomb Calculator →Pension Decisions
Lump sum or monthly payments, and how the choice affects your whole plan.
Where We Can Help
Planning is available nationwide. Insurance, annuity and Medicare products are offered only in states where Roger is licensed, and we explain what applies to you upfront.
Frequently Asked Questions
Virtual Retirement Planning FAQs
Straight answers to the questions we hear most from clients who meet with us online.
Is virtual retirement planning as effective as meeting in person?
Yes. You get the same one-on-one planning, and seeing your plan on a shared screen often makes the numbers easier to follow. Many clients also find it easier to include family from another location.
Do I have to live in Florida to work with Roger Fishel?
No. Retirement planning conversations are available nationwide by video and phone. Insurance, annuity and Medicare products can only be offered in states where Roger is licensed, and we will explain what applies to you during your first conversation.
What technology do I need?
A computer, tablet or smartphone with internet access. If you prefer, meetings can be held by phone.
Can my spouse or adult children join from somewhere else?
Yes. Everyone can join the same video meeting from their own location, which is one of the biggest advantages of meeting virtually.
What does the first meeting cost?
Your Retirement Clarity Session is free, with no obligation. It is a conversation about your goals and questions, not a sales pitch.
Plan. Protect. Prosper.
Get Clarity About Your Retirement, From Anywhere
Schedule a free Retirement Clarity Session by video or phone and see how a coordinated plan for income, taxes and healthcare can give you confidence in every season of retirement.
Free Retirement Clarity SessionPrefer to talk now? Call (407) 974-7100