As the population of Roswell ages, more and more people are turning to experts to help them get the most out of the money they have tirelessly worked to make for decades. One Roswell business is bound and determined to help those with this need to manage their money and realize their long-term financial goals. At Georgia Safe Retirement Planners, Mike Dusombre, Jason Stoltz, Jarad Stolz and Shawn Plummer bring over fifteen years of experience and expertise to ensure that your money works for you and you have a solid plan that will take you into the next phase of life safely and securely.
Setting up "shop" in Downtown Roswell is a dream that the team recently realized by opening their doors on Canton Street. "Choosing Roswell as our home base was a natural decision for our group, as we all live in nearby areas—one of us grew up here and calls it home, while others reside in nearby communities. We are deeply committed to helping Roswell and its surrounding communities navigate their retirement goals. Many of us have friends and family who have dedicated their lives to their careers and now face uncertainty as they transition into retirement. We’ve noticed that conversations about financial matters can be uncomfortable, and some people even feel a bit embarrassed discussing their situations," says Mike Dusombre, Georgia Safe Retirement's Certified Retirement and Long-Term Care Advisor.
The team is very grateful that they have the opportunity to contribute to Roswell by sharing their knowledge and guidance. "We feel truly fortunate to be part of this vibrant community, one of the most dynamic spots in metro Atlanta. The support for local businesses here is inspiring, and we’re excited to contribute to that spirit. Our love for businesses on Canton Street and our desire to build meaningful relationships with everyone around us are at the heart of what we do," says Jarad Stoltz, Certified Retirement and Long-Term Care Advisor.
Having a business in Roswell creates ample opportunities to connect and enjoy all of the amenities that this city has to offer. Mike says, "We love spending time together out and about in Roswell. We are a sports family, and love gathering to watch games. The kids love Roswell events like the Youth Day parade and the Cops n’ Cars show. We enjoy picking up dinner at The Savory Gourmet Market or sitting down at Lola’s or Ceviche. Mom and dad love a date night at Osteria Mattone".
Jason Stolz, Certified Retirement Advisor and Office Manager says his family enjoys Roswell for the simple pleasures in life. "For fun, we love spending time as a family playing sports and cheering on our favorite teams—whether it's watching Auburn Tigers football, or rooting for the Braves and Falcons. We also enjoy reading together and relaxing by the pool whenever we get the chance. Whether indoors or outdoors, as long as we're enjoying ourselves and spending time with our large extended family, it’s perfect for us!"
The seasoned advisors at Georgia Safe Retirement Planners know what people are seeking when they reach out to them for guidance in realizing their financial goals. "We understand how challenging this can be, which is why we strive to create a welcoming atmosphere. Our approach is friendly and approachable—no sales tactics, just genuine support. We dress casually, not in suits, to foster a relaxed environment. Importantly, we offer our consultative services at no charge, so people can feel secure knowing we’re here to help, not to profit from them.", says Shawn Plummer, CEO and Certified Retirement Advisor.
The team at Georgia Safe Retirement Planners is the ideal selection for your retirement questions and concerns. Advisors can formulate a plan that suits you and the needs of your family, so that you can rest assured and move into the next phase of life with ease. Knowing that you have specialist there to navigate the sometimes murky waters of financial planning can be a valuable tool while designing the way you want your financial future to unfold.
https://georgiasaferetirementplanners.com/
"The chance to educate and empower individuals as they embrace this next chapter in their lives is something we truly cherish. We’re grateful to be a part of this community and to play a role in helping others feel confident about their financial futures." - Mike Dusombre