Proper Retirement

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Proper Retirement Proper Retirement is a full-service financial and retirement planning firm located in Wayne, PA.

Proper Retirement is a full-service financial and retirement planning firm in Wayne, PA. Acting as your family CFO, we educate families on their current financial situation and provide comprehensive planning to navigate all the complexities of retirement. Our services include:

Tax Planning
Cash Flow Strategy
Roth Conversions
Social Security Timing
Healthcare Coverage
Estate Planning
Leveraging Insurance in Retirement

When you trust us to provide comprehensive planning for your family, you receive all of these services with one firm. We provide you with the education and resources to enter retirement with certainty. You get one chance to retire and we empower you to be fully prepared for it. To learn more about Proper Retirement and its services, visit properretirement.com. To schedule a complimentary meeting, call (610) 350-1602 or email [email protected].

𝘗𝘳𝘰𝘱𝘦𝘳 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭, 𝘓𝘓𝘊 ("𝘗𝘳𝘰𝘱𝘦𝘳 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭") 𝘪𝘴 𝘢 𝘙𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘈𝘥𝘷𝘪𝘴𝘰𝘳 ("𝘙𝘐𝘈"), 𝘭𝘰𝘤𝘢𝘵𝘦𝘥 𝘪𝘯 𝘵𝘩𝘦 𝘊𝘰𝘮𝘮𝘰𝘯𝘸𝘦𝘢𝘭𝘵𝘩 𝘰𝘧 𝘗𝘦𝘯𝘯𝘴𝘺𝘭𝘷𝘢𝘯𝘪𝘢. 𝘗𝘳𝘰𝘱𝘦𝘳 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘴 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘢𝘯𝘥 𝘳𝘦𝘭𝘢𝘵𝘦𝘥 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘧𝘰𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘯𝘢𝘵𝘪𝘰𝘯𝘢𝘭𝘭𝘺.

10/16/2026

Overlapping policies may mean you’re paying for coverage you don’t need. Review for efficiency.

Medicare Open Enrollment runs October 15 to December 7—review your options now. ✅ Compare Medicare Advantage and Supplem...
10/15/2026

Medicare Open Enrollment runs October 15 to December 7—review your options now.

✅ Compare Medicare Advantage and Supplement plans.
✅ Check your current provider network and prescriptions.
✅ Evaluate out-of-pocket costs across plan options.
✅ Use the Medicare.gov tool to estimate your annual costs.

Plan reviews today may help with healthcare budgeting later.

Honoring the history, culture, and enduring contributions of Indigenous communities.
10/13/2026

Honoring the history, culture, and enduring contributions of Indigenous communities.

Today, we recognize discovery and new paths, just as financial planning helps navigate the journey ahead.
10/13/2026

Today, we recognize discovery and new paths, just as financial planning helps navigate the journey ahead.

Many people are surprised to find out how close they actually are to retirement when they sit down and map it out.A disc...
10/12/2026

Many people are surprised to find out how close they actually are to retirement when they sit down and map it out.

A discovery call is where that process starts. We look at your income sources, savings, tax picture, and timeline together so you have a clear read on where things stand.

No pressure, no pitch. Just a real conversation about your situation.

📅 https://properretirement.com/schedule/?UTM=discoverycall-social

Insurance in retirement is not a product you buy. It is a strategy you build into the plan.From life insurance structure...
10/11/2026

Insurance in retirement is not a product you buy. It is a strategy you build into the plan.

From life insurance structures that address estate taxes to annuity evaluation, we integrate insurance into your plan as a tool, not an add-on.

Want to talk through your insurance picture in retirement?

📅 properretirement.com/what-we-do/insurance-integration/

Address

744 Lancaster Avenue, Suite 220
Wayne, PA
19087

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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