The Retirement Success Solution® is a complete retirement planning process. Created by Lara, Shull & May, The Retirement Success Solution enables companies to provide executives/employees with an extremely valuable and meaningful benefit.

The Retirement Success Solution is a fee-based program that helps individuals and couples set their retirement and lifestyle goals, develop tax and financial strategies to fit those goals, plan for legacy and health concerns, and provide knowledgeable guidance so they will feel confident about their future.

The Process

The Retirement Success Solution is a twelve-step process divided into three distinct stages. In stage one, we assess your current situation and set your goals, both personally and financially. Working together in stage two, we develop strategies and a Retirement Success Plan™. In stage three, we develop a Retirement Success Team™ and implement the plan.

To learn about the Process, individuals or couples participate in a complimentary one-on-one Retirement Success Workshop™. During the session, they work with us through the first few steps of Process. When they have completed the session, they will be ready to participate in The Retirement Success Solution.

"We developed The Retirement Success Solution from our experience working with hundreds of clients during the past 30 years." says Ron Lara, President of Lara, Shull & May. "Many people are unsure of how to structure and plan their retirement. They are facing a new and exciting chapter in life and want to make smart decisions regarding protecting their lifestyle, health and ongoing legacy."

When people have completed The Retirement Success Solution: They feel more comfortable making the transition from employment to retirement and enjoy greater optimism knowing someone is guiding them along the way. They will have effective tax and investment strategies in place. They will have clearly defined and achievable goals. Their finances will be coordinated and managed by their LSM advisory team. Their lifestyle will be planned for and they will feel secure knowing their legacy wishes are in place.

To offer The Retirement Success Solution or for more information about the Program please contact your Lara, Shull & May financial advisor.

The Success Solutions¹ are planning processes intended to identify your personal and lifestyle goals and develop strategies to help best achieve them. Investment plans created in response to these goals are not guaranteed, are subject to market and investment risk, potential for principal loss and no assurance of appreciation is made. Financial or investment plans created may incur separate investment advisory or commission fees