Broker Check

Team

            Retirement Income Specialists provides a full service wealth advisory practice specializing in retirement income planning and retirement plan distributions.  Every retirement plan has a different set of rules, requirements and restrictions. I work with clients and their advisers to navigate the treacherous retirement planning landscape to help those clients maximize their income while moderating tax exposures.  I coordinate their assets with Social Security and pension maximization strategies, design and implement simple or sophisticated plans to ensure retirees and their survivors can maintain a sustainable income stream, and establish dynasty plans to propel the next generation.  At Retirement Income Specialists we provide the tools, resources and guidance to help clients achieve a successful retirement.

 

Thomas B. Swan

President

(805) 644-3495

(805) 644-8102

tswan@wisdirect.com

I am a values based financial consultant, specializing in retirement income planning. 

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Theresa Beebe

Office Manager

805-644-3495

805-644-8102

tbeebe@wisdirect.com

Theresa's background includes working for a cancer research company for 26 years. Her last position held there was as a corporate paralegal. She thrives in an administrative background and enjoys her role as Office Manager for...
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