Defensive Retirement
Strategies.

Structure your financial future by implementing disciplined strategies for future lifestyle rewards.

“It’s amazing that people spend a month to plan a week’s vacation in Hawaii and yet they’ll work 30 years and not spend a couple of hours studying their pension options” – Virginia Faust

Tom Hegna & Jim Lusk National TV Interview

Incase you missed it! Pension Option Planning Expert Jim Lusk speaks with Financial Guru Tom Hegna

Broadcasted on CNBC Saturday, September 21, at 9:00 am

Pension Option
Strategies

Pension Planning Specifically Geared towards Public Employees & LEO’s

Pension Option
Strategies

Pension Planning Specifically Geared towards Public Employees & LEO’s

Public City & State Employees

Specialists in WSTRS, WSPERS & PERSI Retirement Plans

Public City & State Employees

Specialists in WSTRS, WSPERS & PERSI Retirement Plans

Business Owners & Tax Diversity Options

Business succession strategies for pensions & retirement

Business Owners & Tax Diversity Options

Business succession strategies for pensions & retirement

Jim Lusk, CFP, CLU, ChFC, CLF, MEd – President

Jim Lusk, CFP®, CLU®, ChFC®, CLF®, MEd has been in the life insurance and financial planning business since 1983. He is an educator, coach, motivator, recruiter and master of defensive financial planning systems. Jim believes that most financial plans don’t deal with these “what ifs.” His mantra, “Defensive Financial Planning” is like building a house, starting with a solid foundation.

what we offer.

Empowering your financial choices for now & after life

Retirement Nationwide, INC is located in Spokane, WA serving the nation with Defensive Retirement Planning. Interested in speaking to one of our team members, call us today for a no-pressure, educational conversation.

Pension Option Strategies

Plan to select your largest pension option, but still protect your spouse through private strategies

Retirement
Strategies

Integrated offensive and defensive strategies to maximize spendable retirement income.

Financial
Strategies

Structure your financial future by implementing disciplined strategies for future lifestyle rewards.

Book Now Available On Amazon

DIE NEATLY
How to Live a Financially Meaningful Life by Preparing for The Inevitable

In this book, you’ll learn from Jim Lusk’s 37+ years of helping families live great lives today while protecting against what might go wrong tomorrow. You’ll discover everything you need to know to beat the odds and master your financial life!

Business Owners

Private Individuals

Entrepreneurs

Govt. Officers

State Employees

NGO’s & Charities

  • The 3-part strategy that guarantees you set yourself up to live well and take care of your family

  • How to protect your most valuable asset

  • How to get a lot more out of your pension program!

  • The secret piece of your financial plan… and much more

Meet our expert advisors

Navigating your financial horizon with our professionals

Jim Lusk, CFP, CLU, ChFC, CLF, MEd

President

Jim Lusk, CFP, CLU, ChFC, CLF, MEd

President

Peggy Lusk, CPA, CLTC, M.S

VP / CFO

Peggy Lusk, CPA, CLTC, M.S

VP / CFO

Ozzie Knezovich

National Director / First Responder

Ozzie Knezovich

National Director / First Responder

Kristi Scott

VP of Growth & Development

Kristi Scott

Regional Director
Idaho

need consultation? let’s talk. need consultation? let’s talk. need consultation? let’s talk.need consultation? let’s talk. need consultation? let’s talk. need consultation? let’s talk.

elevating wealth potential beyond legacies.

We help Public and State Employees find their path to retirement. For business owners and executives, we help with succession planning. There is not much we don’t know about the retirement or pension world

accomplish.

Our priority is to make sure you and your family is prepared

maximize.

helping you before and after retirement