Retirement Comes with Big Questions.
You Don't Have to Figure Them Out Alone.
When should I take Social Security? Will my money last? What should I do with my 401(k) or IRA?
We help you understand your options and make confident retirement decisions—without confusing financial jargon.
Retirement Planning IS Personal.
So Is the Way We Help.
I’m Kim O’Dell, founder of Retire Wise Financial Solutions. I believe good financial guidance starts with listening, understanding what matters to you, and helping you make informed decisions.
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Retirement decisions can feel overwhelming, especially when you’re trying to make sense of Social Security, retirement accounts, taxes, income, insurance, and protecting what you’ve worked a lifetime to build.
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My job is to help make those decisions easier to understand, so you can make informed choices that feel right for you and your family.
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For me, this work is also personal. Caring for my mother through Alzheimer’s, supporting my father through dementia, and walking alongside my aunt through Lewy body dementia showed me firsthand that retirement planning is about far more than money. It’s about protecting choices, independence, family, and quality of life.
The People You'll Get To Know
Eva Collins
Director of Client Services
Eva oversees the day-to-day client experience at Retire Wise Financial Solutions. She works closely with Kim to coordinate client needs, answer questions, and ensure every detail is handled with care. Her professionalism, responsiveness, and commitment to exceptional service help create the personal attention our clients have come to expect.
Rhiannon "Nan" Ward
Client Support Specialist
Nan helps keep the details organized and our office running smoothly. From managing records and client documents to answering phones and keeping important follow-ups on track, her attention to detail helps ensure our clients are supported every step of the way.
Benefits
Why Choose Us
At Retire Wise Financial Solutions, Inc., we believe retirement planning is about more than numbers—it’s about people. We take the time to truly listen, understand your goals, and create personalized strategies that help you retire with peace of mind, not pressure.
What sets us apart is how deeply we care. We’ve walked through life’s challenges ourselves—caring for aging parents, navigating long-term care decisions, and managing finances during difficult seasons. That experience drives our mission to guide others with honesty, compassion, and clarity.
When you work with us, you're not just another account. You're a person with a story, a future, and a family who deserves the very best guidance. We offer real relationships, not just financial plans—because we’re here to help you feel secure, supported, and hopeful about what’s ahead.
What Clients Say
At Retire Wise Financial Solutions, Inc., we believe retirement planning is about more than numbers—it’s about people. We take the time to truly listen, understand your goals, and create personalized strategies that help you retire with peace of mind, not pressure.
What sets us apart is how deeply we care. We’ve walked through life’s challenges ourselves—caring for aging parents, navigating long-term care decisions, and managing finances during difficult seasons. That experience drives our mission to guide others with honesty, compassion, and clarity.
When you work with us, you're not just another account. You're a person with a story, a future, and a family who deserves the very best guidance. We offer real relationships, not just financial plans—because we’re here to help you feel secure, supported, and hopeful about what’s ahead.
Services
Retirement Planning
We help you create a personalized plan that aligns with your goals, lifestyle, and values. Our strategies are designed to give you peace of mind and a clear path forward—so you can retire with confidence, not confusion.
Social Security Guidance
When and how you claim your Social Security benefits can have a big impact on your income. We guide you through your options to help you maximize your benefits and avoid costly mistakes.
Retirement Account Management
We help you manage and make the most of your IRAs, 401(k)s, and other retirement accounts. Whether you're rolling over old plans or planning withdrawals, our guidance keeps your money working for you.
Insurance Strategies
Asset Protection
We help you guard against unexpected costs that can disrupt your retirement, like healthcare expenses or nursing home care. Our goal is to help you keep more of what you’ve worked so hard to build.
Financial Workshops
We believe education is empowering. Our free community workshops cover Social Security, income planning, asset protection, and more—so you can make smart, informed decisions about your future.
Protecting your future is just as important as growing your money. We use tools like annuities and life insurance to help you secure income, manage risk, and prepare for long-term care needs.