Ideal Retirement Solutions

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Ideal Retirement Solutions

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Ideal Retirement Solutions, Financial service, 17896 Toledo Blade Boulevard, Port Charlotte, FL.

We help Southwest Florida retirees create the future they’ve worked hard for — with offices in Port Charlotte, Fort Myers, and Sarasota.
📘 Learn how with The Ideal Retirement Advantage, available now on Amazon: a.co/d/5RpSHX0 Content seen on or featured in the listed networks was independently created by Ideal Retirement Solutions for advertising and/or educational purposes and syndicated across s

elect networks as part of a public relations campaign. Appearance on networks does not indicate endorsement of Ideal Retirement Solutions by the network nor does it indicate that the individual advisors have attained any particular level of skill or qualifications.

08/18/2026

Wealth Wednesday is tomorrow!

There's still time to join us for Long-Term Care Planning: Preparing Without Fear, featuring special guest Peter Lofgren, CFP®, EA, CLU®.

We'll explore important questions surrounding long-term care, planning ahead and understanding your options — all in an approachable, educational setting.

Wednesday, August 19 | 10 AM or 2 PM
Ideal Retirement Solutions | Port Charlotte Headquarters

This complimentary workshop is tomorrow. Reserve your seat below — we'd love to have you join us.

🔗 https://idealretirementsolutions.com/wealthwednesday

Ideal Retirement Solutions is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For educational purposes only.

08/16/2026

Long-term care planning isn't about having all the answers today. It's about understanding the questions to ask and the options available before you need them.

At this month's Wealth Wednesday, special guest Peter Lofgren, CFP®, EA, CLU® will help us take a closer look at long-term care planning — without the fear or overwhelm.

Wednesday, August 19 | 10 AM or 2 PM
Ideal Retirement Solutions | Port Charlotte Headquarters
Complimentary educational workshop

Reserve your seat:
🔗https://idealretirementsolutions.com/wealthwednesday

Ideal Retirement Solutions is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For educational purposes only.

08/14/2026

Is your retirement plan ready for long-term care?

It's a question worth considering before care becomes an immediate need.

Join us for Wealth Wednesday as we explore long-term care planning with special guest Peter Lofgren, CFP®, EA, CLU®. We'll discuss important considerations, common questions and what you should understand as you plan for the future.

Wednesday, August 19 | 10 AM or 2 PM
Ideal Retirement Solutions | Port Charlotte Headquarters
Complimentary educational workshop

Reserve your seat:
🔗 https://idealretirementsolutions.com/wealthwednesday

Ideal Retirement Solutions is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For educational purposes only.

08/13/2026

Do you have a plan for long-term care?

If you're not sure, this month's Wealth Wednesday is designed to help you start asking the right questions.

Join us for Long-Term Care Planning: Preparing Without Fear, featuring special guest Peter Lofgren, CFP®, EA, CLU®. We'll explore what to consider, questions to ask and options worth understanding before care becomes necessary.

Wednesday, August 19 | 10 AM or 2 PM
Ideal Retirement Solutions | Port Charlotte Headquarters
Complimentary educational workshop

Reserve your seat:
🔗 https://idealretirementsolutions.com/wealthwednesday

Ideal Retirement Solutions is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For educational purposes only.

08/12/2026

Most people don't think about long-term care until they need it.

But understanding your options before care becomes necessary can make an important difference in how you plan.

Join us for this month's Wealth Wednesday: Long-Term Care Planning — Preparing Without Fear, featuring special guest Peter Lofgren, CFP®, EA, CLU®, Vice President of Planning at Signal Advisors.

With more than 24 years of industry experience and more than 7,500 financial professionals trained, Peter brings extensive experience in long-term care education to this important conversation.

Wednesday, August 19 | 10 AM or 2 PM
Ideal Retirement Solutions | Port Charlotte Headquarters

This is a complimentary educational workshop.

Reserve your seat:
🔗 https://idealretirementsolutions.com/wealthwednesday

Ideal Retirement Solutions is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For educational purposes only.

07/08/2026

THIS is what community looks like. 💙

Just look at these donations!

We are so grateful to everyone who has contributed to our Operation Backpack school supply drive so far. Because of your generosity, local students at Atwater Elementary School will head back to class with the supplies they need for a successful school year.

We're collecting donations through July 31, so there's still time to help! Whether it's a backpack, a pack of crayons, a few notebooks, or some individually packaged snacks, every donation makes a difference.

Donations can be dropped off at Ideal Retirement Solutions:
📍 17896 Toledo Blade Blvd, Port Charlotte

Thank you for helping us invest in the next generation. Let's keep this pile growing! ❤️

07/02/2026

🎒 Operation Backpack Update! 🎒

A huge THANK YOU to everyone who has donated so far! Your generosity is helping local students start the school year with the supplies they need to succeed.

We're still collecting donations through the end of July for Atwater Elementary School, and we'd love your help!

Suggested donation items:
✅ Backpacks
✅ Notebooks & folders
✅ Pencils, pens, crayons & markers
✅ Glue sticks & scissors
✅ Headphones
✅ Tissues & hand sanitizer
✅ Individually packaged snacks

📍 Drop off donations at:
Ideal Retirement Solutions
17896 Toledo Blade Blvd
Port Charlotte, FL 33948

Together, we can help local students head back to school prepared and confident. Thank you for making a difference in our community!

05/04/2026

Planning for the future doesn’t have to be complicated. At Ideal Retirement Solutions, we help you take control of your retirement, protect your assets, and leave a legacy for your loved ones. 🌟

📅 Schedule your free consultation today: https://bit.ly/4aonojN

05/02/2026

Smart investing today means a worry-free tomorrow.

At Ideal Retirement Solutions, we craft personalized investment strategies designed to grow your wealth, protect your assets, and help you enjoy the retirement you’ve dreamed of.

📈 Let’s build a strategy that works for you. Schedule your consultation today: https://bit.ly/4aonojN

04/28/2026

Your home can be one of your most valuable retirement assets.

Whether it’s downsizing, using a reverse mortgage, or selling and reinvesting, there are smart strategies to leverage your home equity to enhance your retirement income.

We guide you through every option safely and effectively, helping you make decisions that align with both your financial goals and your desired lifestyle. 🏡✨

📞 Take the first step today and turn your home into a powerful tool for a secure, worry-free retirement. https://idealretirementsolutions.com/services/estate-planning/

Address

17896 Toledo Blade Boulevard
Port Charlotte, FL
33948

Website

http://www.idealretirementsolutions.com/

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