RETIRE AGILE
SEC RegisteredElegant simplicity for people ready to rock retirement
About the firm
Retire Agile is a retirement-focused financial planning firm founded by Roger and Tanya, built as an ensemble team to provide consistency, clarity, and care over time. The firm exists to help people bridge the gap between growing wealth and living on it, focusing on creating a life well lived in retirement rather than optimizing a spreadsheet.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, including withdrawal strategies, sequence of returns management, tax bracket planning, Social Security timing, and ongoing life-stage financial guidance.
Who they serve
People preparing for or in retirement, including successful individuals who have saved diligently but struggle to feel confident about their money, as well as women-led households navigating financial decisions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 83 | $60M |
| High Net Worth Individuals | 105 | $374M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of April 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RETIRE AGILE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.