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  • We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

    Retirement National works with friends and neighbors throughout the area to help them work towards their financial goals.

    Improve your financial well-being.
    Become more financially secure and independent.


    CUSTOM FIT SOLUTIONS

    PERSONAL SERVICES

    unique financial approach

    Welcome to Retirement National

    We are a team of hardworking people who genuinely understand your needs now and your future financial goals. With more than 14 years of experience working with pre-retirees and retirees from BASF, Chevron, Exxon Mobil, Total, Valero and Motiva Enterprises, LLC, we get it.

    Retirement National – because you deserve:

    Retirement National

    Your choice for trusted financial professionals. 

    We deliver above and beyond the expectations of the people we serve and put their interests above all else.   

     

    "Our vision at Retirement National is to relieve you of the work and stress related to retirement because you deserve a secure independent retirement."

    Clark Shofner
    Financial Advisor
    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered through AE Wealth Management, LLC.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
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