Proper Retirement

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Proper Retirement Proper Retirement is a full-service financial and retirement planning firm located in Wayne, PA.

Proper Retirement is a full-service financial and retirement planning firm in Wayne, PA. Acting as your family CFO, we educate families on their current financial situation and provide comprehensive planning to navigate all the complexities of retirement. Our services include:

Tax Planning
Cash Flow Strategy
Roth Conversions
Social Security Timing
Healthcare Coverage
Estate Planning
Leveraging Insurance in Retirement

When you trust us to provide comprehensive planning for your family, you receive all of these services with one firm. We provide you with the education and resources to enter retirement with certainty. You get one chance to retire and we empower you to be fully prepared for it. To learn more about Proper Retirement and its services, visit properretirement.com. To schedule a complimentary meeting, call (610) 350-1602 or email [email protected].

𝘗𝘳𝘰𝘱𝘦𝘳 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭, 𝘓𝘓𝘊 ("𝘗𝘳𝘰𝘱𝘦𝘳 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭") 𝘪𝘴 𝘢 𝘙𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘈𝘥𝘷𝘪𝘴𝘰𝘳 ("𝘙𝘐𝘈"), 𝘭𝘰𝘤𝘢𝘵𝘦𝘥 𝘪𝘯 𝘵𝘩𝘦 𝘊𝘰𝘮𝘮𝘰𝘯𝘸𝘦𝘢𝘭𝘵𝘩 𝘰𝘧 𝘗𝘦𝘯𝘯𝘴𝘺𝘭𝘷𝘢𝘯𝘪𝘢. 𝘗𝘳𝘰𝘱𝘦𝘳 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘴 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘢𝘯𝘥 𝘳𝘦𝘭𝘢𝘵𝘦𝘥 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘧𝘰𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘯𝘢𝘵𝘪𝘰𝘯𝘢𝘭𝘭𝘺.

Social Security timing, Roth conversions, retirement income, healthcare costs. These are the questions we hear most ofte...
10/26/2026

Social Security timing, Roth conversions, retirement income, healthcare costs. These are the questions we hear most often, and they deserve real answers.

Our first meeting is focused entirely on understanding your situation. We ask questions, listen, and give you a clear picture of what we are seeing.

Ready to get some answers?

📅 https://properretirement.com/schedule/?UTM=discoverycall-social

Retirement planning tends to work best when there is time to adjust.A Roth conversion strategy takes years to implement ...
10/25/2026

Retirement planning tends to work best when there is time to adjust.

A Roth conversion strategy takes years to implement effectively. Social Security decisions may require years of advance planning. Estate documents can take time to put in order.

The earlier you review where you stand, the more options you typically have.

Want to take a look at your current plan?

📅 properretirement.com/contact

We hear this all the time. The questions that come up in retirement planning often do not have simple or obvious answers...
10/24/2026

We hear this all the time. The questions that come up in retirement planning often do not have simple or obvious answers, and a lot of people feel like they have never gotten a straight response.

Drop your question in the comments. You might be surprised how many others are wondering the same thing.

10/23/2026

Break tasks into categories—like taxes, budgeting, and insurance—to make them easier to tackle.

National Save for Retirement Week is a great chance to revisit your long-term savings.🌿 Review your contributions to 401...
10/21/2026

National Save for Retirement Week is a great chance to revisit your long-term savings.

🌿 Review your contributions to 401(k), IRA, or other accounts.
🌿 Check if you’re eligible to catch up on contributions (age 50+).
🌿 Estimate how much income your savings could provide.
🌿 Think about future healthcare or inflation costs in retirement.

Every contribution counts when it comes to retirement.

Tax law changes affect retirement accounts more than most people realize. What you do with your IRA, when you convert, a...
10/19/2026

Tax law changes affect retirement accounts more than most people realize. What you do with your IRA, when you convert, and how you draw income can all shift depending on the rules in effect at the time.

We cover what is shifting and what it means for your retirement accounts in plain language you can actually use.

Want updates delivered directly to you?

📧 properretirement.com/subscribe/?UTM=newsletter-social

It's National Estate Planning Awareness Week, a reminder to get your affairs in order. 📜 Check that your will and power ...
10/19/2026

It's National Estate Planning Awareness Week, a reminder to get your affairs in order.

📜 Check that your will and power of attorney are current.
📜 Review beneficiary designations on financial accounts.
📜 Consider trusts if your situation requires more control.
📜 Store documents where they’re accessible but secure.

Keep your wishes documented and up to date.

Address

744 Lancaster Avenue, Suite 220
Wayne, PA
19087

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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