We declare this your day of independence and works to bring together like-minded investment professionals to share valuable financial resources to create a custom plan for each family we serve.

“When I decided to launch The Retirement Guys Formula, I looked back on what really makes America, well, America,” says Nolan Baker, Investment Advisor Representative with the Retirement Guys Formula. He continues, “It instantly led us back to the famous words of the Declaration of Independence, which declares our unalienable rights to ‘life, liberty, and the pursuit of happiness.’” As a veteran of the United States Marine Corps, he realized that most Americans’ happiness in retirement depends heavily on having a disciplined approach to providing for their families. “I want to educate families on smart, efficient ways to plan for retirement,” continued Mr. Baker. “What better way to do so than by making this knowledge more readily available with a team of professionals?”

I knew that one individual could not take on this task alone; not one person can be the specialist in all the areas that impact a family’s financial picture. Creating our company and then surrounding ourselves with like-minded professionals gave us the ability to have all the key professionals working on the same plan and helping the client move in the right direction.

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