Retirement Income USA is a financial services firm focused on helping people approaching or living in retirement prepare for their financial future. The firm develops personalized strategies based on clients’ retirement goals, with an emphasis on reliable income, risk management, and wealth preservation. Its planning addresses concerns such as outliving savings, inflation, taxes, and rising healthcare costs, while supporting informed decisions through financial education and holistic guidance.

Services include retirement income planning, strategies to maximize Social Security and pension benefits, and guaranteed lifetime income options. The firm also offers tax planning, including tax-deferred and tax-advantaged approaches and Roth IRA conversions, alongside asset protection, reallocation, diversification, and ways to manage stock market risk. Healthcare and later-life planning cover health insurance, Medicare and Medigap, and long-term care. Legacy services include wills, living trusts, estate planning, and insurance products.

Founder and CEO Jules LeFevre has more than three decades of experience in financial services and is licensed in more than 30 states.