Retirement Planning Partner

Retirement Planning Partner offers transparent, client-first retirement guidance designed to adapt with you over time. Led by Chris Maggio, a Retirement Income Certified Professional (RICP), the firm specializes in helping individuals and couples create clear, customized financial strategies for retirement—without sales pressure, commissions, or asset-based fees. Chris brings a unique background in finance, education, and investing to each consultation, offering both the technical knowledge and the communication skills needed to explain complex options in a way that makes sense.

The firm operates on an hourly and project-based flat-fee model, so clients know exactly what they’re paying for. Whether you're five years from retirement or already in it, Retirement Planning Partner helps you evaluate income sources, tax strategy, Social Security timing, healthcare costs, investment decisions, and more—all through a lens of objectivity. Chris believes that retirement isn’t a one-time decision but an ongoing process. Her approach gives you the tools and flexibility to adjust your plan as life unfolds.

Clients appreciate the independence and professionalism behind every recommendation. Instead of being sold a product, you're guided through your choices with clarity and care. If you're looking for a trustworthy financial advisor who takes the time to understand your priorities and goals, Retirement Planning Partner is here to help. Reach out to schedule a consultation.