Always stay ahead of Market & Industry Trends

Specialized retirement consultants for informed choices

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

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, based in Spokane, WA, offers nationwide services in Defensive Retirement Planning. We’re here to guide you without any pressure and are happy to offer complimentary consultations.

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.)