About Us

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Chisholm Retirement Solutions is the financial planning service you have been searching for. Combining qualified financial management with a dedication to furthering your personal investment and retirement goals is what sets Chisholm Retirement apart. 

Individualized Financial Planning for Miami-Dade and Broward Counties

Our individualized approach helps to ensure that you are never lost as a person in the midst of assessing and evaluating all the numbers. The care we offer each individual client helps bring a personal yet professional approach to finances and retirement. Our commitment and our goal is YOU and preparing you for the fast and hectic road that leads to retirement. 

Our business is marked by a sincere and personal concern for our clients and by a focus on advancing economic growth in Palm Beach, St. Lucie, Miami-Dade and Broward counties. When you trust Chisholm Retirement with your finances and your retirement, you can be confident that your interests and and ambitions are in capable hands!

Our Proven Approach to Retirement in Palm Beach and St. Lucie Counties

We start by listening to our clients' needs and goals. There is no one plan that is right for everyone, so our individualized approach helps ensure that each of your specific desires and needs are well covered both now and for your future. Our approach helps clients to plan ahead and look at how the here and now will impact your future. We take the time to ask, "What are your primary goals and your future goals?" in order to help you plan for short and long term financial security and for your optimal retirement. And our service doesn't end there! Follow-up is key and we will guide and monitor your progress from the beginning all the way to your desired results. 

Our proven approach doesn't cover only the end goal of your retirement! We serve our clients in numerous ways in the financial process, including: Retirement, Financial Planning, Financial Protection, Legacy Planning, Safety of Principal, Tax-Free Income, Financial Freedom, Pension Benefits, 401(k), IRA, Roths, Annuities, Fixed Indexed Annuities, 403(b), 457’s, Life Insurance Solutions, Retirement Distributions and more.

Why Choose Us as Your Florida Retirement System (FRS) Partner? 

With the expansiveness of the financial industry and all the options before you, why should you choose Chisholm Retirement Solutions to be YOUR FRS adviser?  

As a district partner with the Palm Beach County School board and an approved retirement specialist in St. Lucie, Broward and Miami-Dade Counties, Chisholm Retirement Solutions brings experience, knowledge and individualized care in the Florida Retirement System. We offer personal visits with our clients via Zoom or face-to-face meetings, as well as periodic educational seminars for each district. We serve State, Federal and Private Sector employees, always with the same level of care and personal professionalism.

Chisholm Retirement Solutions is also licensed in several states, including Florida, California, Ohio and Pennsylvania.