Keystone Alliance of Retirement Educators
Your source for independent retirement income planning guidance
Keystone Alliance of Retirement Educators
Your source for independent retirement income planning guidance
Keystone Alliance of Retirement Educators
Your source for independent retirement income planning guidance
Gain confidence in your financial future with our informational workshops
Planning for retirement income comes with a variety of options to consider and important decisions to be made. You can make those choices immensely easier by educating yourself on key factors like tax implications, how to maximize social security, reliable retirement income sources, annuities and more.
Keystone Alliance of Retirement Educators (K.A.R.E.) is an independent network of experienced retirement income professionals providing unbiased informational workshops and resources to help you know more, so you can create the retirement you’ve always wanted.
Gain confidence in your financial future with our informational workshops
Planning for retirement income comes with a variety of options to consider and important decisions to be made. You can make those choices immensely easier by educating yourself on key factors like tax implications, how to maximize social security, reliable retirement income sources, annuities and more.
Keystone Alliance of Retirement Educators (K.A.R.E.) is an independent network of experienced retirement income professionals providing unbiased informational workshops and resources to help you know more, so you can create the retirement you’ve always wanted.
Gain confidence in your financial future with our informational workshops
Planning for retirement income comes with a variety of options to consider and important decisions to be made. You can make those choices immensely easier by educating yourself on key factors like tax implications, how to maximize social security, reliable retirement income sources, annuities and more.
Keystone Alliance of Retirement Educators (K.A.R.E.) is an independent network of experienced retirement income professionals providing unbiased informational workshops and resources to help you know more, so you can create the retirement you’ve always wanted.
Inform your retirement future
Our approach to learning is based on research and experience—using the standard of care methodology rather than the personal opinion of a single retirement income professional.
We are dedicated to our workshop clients to help them navigate the different stages of their retirement income. From pre-retirement accumulation and protection of assets, to retirement income planning and legacy building, we’ll share real-world stories, lessons learned, best practices and practical strategies to help build your knowledgebase and illuminate your path to retirement.
Inform your retirement future
Our approach to learning is based on research and experience—using the standard of care methodology rather than the personal opinion of a single retirement income professional.
We are dedicated to our workshop clients to help them navigate the different stages of their retirement income. From pre-retirement accumulation and protection of assets, to retirement income planning and legacy building, we’ll share real-world stories, lessons learned, best practices and practical strategies to help build your knowledgebase and illuminate your path to retirement.
Inform your retirement future
Our approach to learning is based on research and experience—using the standard of care methodology rather than the personal opinion of a single retirement income professional.
We are dedicated to our workshop clients to help them navigate the different stages of their retirement income. From pre-retirement accumulation and protection of assets, to retirement income planning and legacy building, we’ll share real-world stories, lessons learned, best practices and practical strategies to help build your knowledgebase and illuminate your path to retirement.
About Us
K.A.R.E is an independent network of financial professionals that network to expand educational information, product knowledge, and retirement strategies to thier clientele base. This collaboration allows us to make sure our agents and advisors are up to date on industry trends, products, strategies and so much more.
Through education we can provide an unbiased analysis of the overall financial arena both pre and post retirement. From income planning, social security maximization, Medicare and tax-advantaged deferral strategies, these issues only welcome the input of experienced professionals throughout the industry.
Since K.A.R.E has started, our advisor network has been able to extend and share this knowledge, which has become extremely beneficial for not only the agent/advisor but also each individual client that they represent.
About Us
K.A.R.E is an independent network of financial professionals that network to expand educational information, product knowledge, and retirement strategies to thier clientele base. This collaboration allows us to make sure our agents and advisors are up to date on industry trends, products, strategies and so much more.
Through education we can provide an unbiased analysis of the overall financial arena both pre and post retirement. From income planning, social security maximization, Medicare and tax-advantaged deferral strategies, these issues only welcome the input of experienced professionals throughout the industry.
Since K.A.R.E has started, our advisor network has been able to extend and share this knowledge, which has become extremely beneficial for not only the agent/advisor but also each individual client that they represent.
About Us
K.A.R.E is an independent network of financial professionals that network to expand educational information, product knowledge, and retirement strategies to thier clientele base. This collaboration allows us to make sure our agents and advisors are up to date on industry trends, products, strategies and so much more.
Through education we can provide an unbiased analysis of the overall financial arena both pre and post retirement. From income planning, social security maximization, Medicare and tax-advantaged deferral strategies, these issues only welcome the input of experienced professionals throughout the industry.
Since K.A.R.E has started, our advisor network has been able to extend and share this knowledge, which has become extremely beneficial for not only the agent/advisor but also each individual client that they represent.
Meet our Director
Glen Wantje
President & Owner, Wantje Financial
My goal is to help each client achieve and maintain financial independence throughout retirement by attempting to preserve and protecttheir income in retirement With more than 20 years’ experience, including being life and health licensed in the insurance industry since 1998 and a previous seven years in the securities industry, I am truly dedicated to my clients financial well-being.
My goal is to help each client achieve and maintain financial independence throughout retirement by attempting to preserve and protecttheir income in retirement With more than 20 years’ experience, including being life and health licensed in the insurance industry since 1998 and a previous seven years in the securities industry, I am truly dedicated to my clients financial well-being.
Meet Our Team Leaders
Todd Novelli
Todd Novelli helps educate his existing clientele and other financial professionals in various arenas. Including, but not limited to: Tax-free income in retirement, wealth transfer and distribution strategies, small business retirement plans, deferred compensation and disability protection.
Nick Novelli
Nick Novelli can extend his background and experience on important health care related topics. Nick specializes in Individual and group health care plans, Medicare Supplements and Advantage plans, as well as long-term care (LTC) insurance.
Meet our Director
Glen Wantje
President & Owner, Wantje Financial, Acting Director of K.A.R.E
My goal is to help each client achieve and maintain financial independence throughout retirement by attempting to preserve and protecttheir income in retirement With more than 20 years’ experience, including being life and health licensed in the insurance industry since 1998 and a previous seven years in the securities industry, I am truly dedicated to my clients financial well-being.
Meet Our Team Leaders
My goal is to help each client achieve and maintain financial independence throughout retirement by attempting to preserve and protecttheir income in retirement With more than 20 years’ experience, including being life and health licensed in the insurance industry since 1998 and a previous seven years in the securities industry, I am truly dedicated to my clients financial well-being.
Todd Novelli
Todd Novelli helps educate his existing clientele and other financial professionals in various arenas. Including, but not limited to: Tax-free income in retirement, wealth transfer and distribution strategies, small business retirement plans, deferred compensation and disability protection.
Todd Novelli helps educate his existing clientele and other financial professionals in various arenas. Including, but not limited to: Tax-free income in retirement, wealth transfer and distribution strategies, small business retirement plans, deferred compensation and disability protection.
Nick Novelli
Nick Novelli can extend his background and experience on important health care related topics. Nick specializes in Individual and group health care plans, Medicare Supplements and Advantage plans, as well as long-term care (LTC) insurance.
Nick Novelli can extend his background and experience on important health care related topics. Nick specializes in Individual and group health care plans, Medicare Supplements and Advantage plans, as well as long-term care (LTC) insurance.
Meet our Director
Glen Wantje
President & Owner, Wantje Financial, Acting Director of K.A.R.E
My goal is to help each client achieve and maintain financial independence throughout retirement by attempting to preserve and protecttheir income in retirement With more than 20 years’ experience, including being life and health licensed in the insurance industry since 1998 and a previous seven years in the securities industry, I am truly dedicated to my clients financial well-being.
My goal is to help each client achieve and maintain financial independence throughout retirement by attempting to preserve and protecttheir income in retirement With more than 20 years’ experience, including being life and health licensed in the insurance industry since 1998 and a previous seven years in the securities industry, I am truly dedicated to my clients financial well-being.
Meet Our Team Leaders
Todd Novelli, CLTC
Todd Novelli helps educate his existing clientele and other financial professionals in various arenas. Including, but not limited to: Tax-free income in retirement, wealth transfer and distribution strategies, small business retirement plans, deferred compensation and disability protection.
Nick Novelli
Nick Novelli can extend his background and experience on important health care related topics. Nick specializes in Individual and group health care plans, Medicare Supplements and Advantage plans, as well as long-term care (LTC) insurance.
Get in touch
Learn more about our informational workshops or contact us with any questions you may have about your retirement income planning next steps. Tell us a bit about yourself, and we’ll be in touch!
Contact Us
We will get back to you as soon as possible
Please try again later
Get in touch
Learn more about our informational workshops or contact us with any questions you may have about your retirement income planning next steps. Tell us a bit about yourself, and we’ll be in touch!
Contact Us
We will get back to you as soon as possible
Please try again later
Get in touch
Learn more about our informational workshops or contact us with any questions you may have about your retirement income planning next steps. Tell us a bit about yourself, and we’ll be in touch!
Contact Us
We will get back to you as soon as possible
Please try again later
