A perfect fit.

At Transamerica Retirement Management, Inc., our team of Certified Retirement Planning CounselorSM professionals listens to you and assesses your needs to help create a retirement plan that fits your personality and lifestyle.

Our advisors are experienced, highly trained and professionally licensed Registered Representatives and Investment Advisor Representatives with Transamerica Financial Advisors, Inc. They have either their Certified Financial Planner™ or Chartered Retirement Planning CounselorSM designation, which means they specialize in all aspects of retirement.

Our advisors are different––and better––because:

  • Unlike typical advisors, they do not work on commission. They are paid a salary to offer you objective, customizable services that focus on your top priorities.
  • They work in a team environment, leveraging each other’s experience and knowledge and ensuring that someone is always available to help you.
  • Our advisors integrate a variety of strategies to deliver clear, actionable plans to help guide you on your path to and through retirement.
  • Our advisors have the experience and knowledge to answer almost any question about planning for and moving through retirement. Retirement is all they do and they do it every day.

Through our SecurePathApproachSM, we’ve identified five important areas that will define your life in retirement: Lifestyle, Investments, Health Care, Protection and Income. Our advisors will work with you during the retirement transition phase to discuss each area and develop a customized strategy that includes the elements you need for a secure retirement.

Our financial advisors can help you put vast amounts of information into a meaningful context to perfectly fit your personal situation and retirement objectives.