About Us

Ardent Retirement Planning takes a holistic approach to investing.

A holistic approach incorporates life planning into the comprehensive financial planning process. Our advisors start by asking questions: What are the client’s goals? What people and charities does the client want to take care of? What are the client’s cash flow needs before and during retirement? What is the client’s investment philosophy and risk tolerance?


These questions and more encompass all of a client’s financial considerations:

  • What type of investments would you be most comfortable with?
  • What is your tolerance for risk?
  • Do you have the right insurance to compensate for unforeseen circumstances?
  • Can we minimize your tax burden?
  • Have you done adequate estate planning?
  • What are your expectations for retirement?
  • Do you have appropriate cash and credit management in place?
  • Have you chosen a fiduciary for your estate?
  • Are you planning to include trusts and wills as part of your complete financial picture?

Many institutions and professionals provide basic financial services, yet few successfully integrate them into a complex, balanced blueprint for the future. The advisors at Ardent Retirement Planning take the time to get to know their clients, their circumstances, and their dreams, and tackle wealth management with a cross-disciplinary approach.

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Securities offered through Securities America, Inc. member FINRA/SIPC, Ardent Retirement Planning Advisors are Registered Representatives. Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory firm, Ardent Retirement Planning Advisors are Financial Advisors. Ardent Retirement Planning and the Securities America companies are separate entities.Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.Securities licensed in AZ, CA, CT, FL, IL, IN, KS, MD, NJ, NY, NC, SC, TN, WA, PA