Always stay ahead of Market & Industry Trends

expert retirement advisors for the smarter decisions.

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.

As  public employee we can help you with:

  • Understanding your pension options
  • Strategize pension options
  • Integrate an offensive and defensive approach to optimize your future

As a business owner we can help you with:

  • Business succession strategies
  • Convert human capital to retirement
  • Minimize future taxes for retirement to help for
    and the future

As a CEO we can help you with

  • Retain and reward key employee plans
  • Selective retirement packages for key executives
  • Explore IRS regulations for tax wise benefits

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.

Your journey to financial freedom

I am new to
pre-retirement process what should I bring with me?

Don’t worry we will help guide you through the entire process!

Call For Expert’s Advice

509.850.1150

Here’s what you’ll need to bring with you when we meet:

  • Please bring current balance sheet (assets/liabilities)

  • Current income and expected changes in the next 5 years

  • Any 401k or pension statements

  • Preferred retirement age

  • Major future expected expenditures (college education, business opportunities, etc.)