Expert Retirement Planning in Brunswick, OH

Trusted financial solutions to help you achieve a secure and comfortable retirement

Retirement planning

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About Tier 1 Retirement Specialists

Serving Brunswick, OH and surrounding areas, we're dedicated to helping individuals and couples plan for a financially secure retirement with personalized strategies.

  • Licensed retirement specialists
  • Years of financial expertise
  • Locally owned and operated

Specializing in comprehensive retirement planning, our team brings decades of combined financial experience to help clients navigate their golden years with confidence.

View Our Services

Why Ohio Residents Choose Tier 1 Retirement Specialists

From initial consultation to ongoing retirement management, we provide trusted financial guidance with proven results.

01 What retirement services do you offer?

We provide comprehensive retirement planning including 401(k) rollovers, IRA management, Social Security optimization, and income planning.

02 Do you work with pre-retirees and retirees?

Yes, we help clients at all stages - from those just starting to save to those already enjoying retirement.

03 What areas do you serve?

We primarily serve Brunswick, OH and surrounding communities including Strongsville, Medina, and Hinckley.

Retirement specialist meeting with clients

Our Retirement Services

Comprehensive financial solutions for your golden years

Retirement Planning

Customized strategies to grow and protect your retirement savings

Wealth Management

Professional investment management tailored to your retirement goals

Social Security Optimization

Strategies to maximize your Social Security benefits

Estate Planning

Guidance to protect your legacy and loved ones

Our Planning Process

How we help secure your financial future

Financial consultation
01

Initial Consultation

Understanding your retirement goals and financial situation.

Free retirement assessment
Financial analysis
Retirement planning
02

Strategy Development

Creating customized retirement solutions for your needs.

Personalized plan
Risk assessment
Retirement implementation
03

Plan Implementation

Putting your retirement strategy into action.

Account setup
Ongoing reviews

Client Testimonials

What Ohio residents say about our retirement services

James R.

James R.

Retiree, Brunswick

Tier 1 Retirement Specialists helped me optimize my Social Security and create a sustainable income plan. I couldn't be happier with their service!

Sarah M.

Sarah M.

Pre-Retiree, Strongsville

Their team created a clear roadmap for my retirement that gave me confidence about my financial future. Highly recommend their expertise!

Michael T.

Michael T.

Business Owner, Medina

As a small business owner, I needed specialized retirement planning. Tier 1 understood my unique needs and delivered excellent solutions.

Our Financial Team

Meet the retirement specialists at Tier 1

Lead Financial Advisor

John Peterson

Founder & Lead Financial Advisor

20+ years experience helping Ohio residents achieve their retirement dreams

Retirement Specialist

Maria Rodriguez

Retirement Income Specialist

Specializes in creating sustainable retirement income strategies

Investment Analyst

Tom Wilson

Investment Analyst

Provides research and portfolio management for client accounts

Client Services

Lisa Chen

Client Services Manager

Your dedicated point of contact for all account needs

Retirement FAQs

Common questions about our financial services

When should I start retirement planning?

It's never too early or too late. We help clients at all life stages create appropriate retirement strategies.

What are your fees?

Our fee structure is transparent and based on the services provided. We discuss all costs during your initial consultation.

How often will we review my plan?

We recommend at least annual reviews, with more frequent check-ins as needed based on market conditions or life changes.

Do you serve clients outside Ohio?

While based in Brunswick, we're licensed to serve clients across multiple states.

How do I get started?

Contact us to schedule your complimentary initial retirement assessment.