Ocean City Retirement Educators

Ocean City Retirement Educators is a finance and insurance agency located at 9928 Old Ocean City Boulevard in Berlin, Maryland, United States. Specializing in serving retirees, the institution is dedicated to helping clients navigate the complexities of retirement planning with a focus on safety, minimal volatility, and tax efficiency. With over 30 years of experience in the financial services industry, the founder and advisor at Ocean City Retirement Educators has weathered many market storms and uses this real-world knowledge to create personalized plans for each client.

The institution emphasizes the importance of working with a specialist in retirement planning, just as one would consult a cardiologist for heart health. By focusing on retirees and those approaching retirement, Ocean City Retirement Educators ensures that clients receive tailored advice to help them achieve financial security and peace of mind in their golden years. With a commitment to acting in the best interests of clients and a fiduciary obligation, the institution strives to provide sound, independent, and experienced guidance to help clients achieve their retirement goals.

Offering advisory services through Retirement Wealth Advisors, LLC, Ocean City Retirement Educators prioritizes the well-being and financial security of each client. By recommending investments and portfolios based on individual goals, risk tolerance, and financial situation, the institution aims to help clients build a solid financial foundation for the future. With a focus on helping clients live the retirement they have always dreamed of, Ocean City Retirement Educators encourages individuals to start planning for their financial future as early as possible.

Please note that Ocean City Retirement Educators and its affiliates do not provide legal or tax advice. Clients are encouraged to consult with their tax advisor or attorney for personalized guidance on tax planning and legal matters. Annuity guarantees are subject to the financial strength of the issuing insurer, and fixed insurance products are not offered by Retirement Wealth Advisors. Registered Investment Advisors and Investment Advisor Representatives at Ocean City Retirement Educators act as fiduciaries for all investment management clients, ensuring transparency and full disclosure of any potential conflicts of interest. For more information, please refer to the firm brochure and ADV 2A page 4.