Broker Check





NAVIGATING THE RISK IN RETIREMENT

At Statera Retirement, LLC we have a comprehensive strategy that addresses the risks you will face in retirement.  Every retirement plan we provide is administered by a Certified Financial Planner™ Professional, to help ensure the highest fiduciary standards for your unique retirement goals.
To learn more click below.


Learn More



A Balanced Approach

Statera Retirement helps you prepare a sturdy framework that is strong enough to support your retirement income plan while leaving room for adjustments as your needs change. The retirement income strategy addresses the need for growth potential, access to liquid cash assets, and predictable income that can strengthen your plan and help you feel more confident about your future.

Learn More

Statera Model

We have developed a strategy that allows us to analyze your retirement under various scenarios. We determine the “shape of your ship” and assess its sea worthiness in getting you through your retirement journey. We’ll point out the strengths and weaknesses in mitigating the retirement risks and then design a plan to navigate your retirement journey through all types of conditions.

Learn More

Our Process

From the ground up we are built differently than other financial firms. We have a single purpose that is 100% solution based. Our focus is solely on getting you to and through retirement. Our process is designed to identify the strengths and weaknesses in your current plan and figure out what’s the best way to solve any vulnerabilities we may find.

Learn More

Resource Center

How to Bake a Pie-R-A

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More
Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Learn More
Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.
Learn More

Contact us for a Complimentary Analysis!

Thank you!
Oops!