We’re here to help.

That’s the essence of the RetireRight mission, and a big part of who we are. We put our mission and guiding principles front and center, because we want to find, work with and help the people and companies who value the same things we do.

OUR MISSION

Stay small, keep our personal touch, be the best at what we do, and help as many people as possible.

OUR GUIDING PRINCIPLES

Family, not just fiduciary.
Stay Independent.
Be Transparent.
Be Trustworthy.
Keep it fun.

OUR STORY

Built to Last.

RetireRight was founded in 2005 by Don Settina, one of the most sought-after retirement consultants on the market today. Don’s innovative approach and dedication to client education has kept him at the forefront of the retirement plan industry, and distinguishes his services from the typical plan consultant.

In 2020, Don became Chairman Emeritus of RetireRight, passing the torch of retirement planning excellence to Chris Cannon and Tyler Cox.

Chris and Tyler came from the large companies whose names you may know, and came to RetireRight to create something different.  It’s just the nature of the business that, in general, the larger you are, the more time on business operations and less able you are to do the personal, hands-on kind of retirement planning they love. Here at RR, there is nothing between them, their clients, and their mutual goal of Retiring Right.

Meet the RetireRight Family.

CHRISTOPHER T. CANNON, M.S., CFP®, RICP®, AIF®, CPFA

Managing Partner & Wealth Management Advisor

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TYLER COX, AIF®, CPFA

Managing Partner & Retirement Plan Advisor

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DONALD J. SETTINA, CFP®, AIFA®, PPC™, CLU®

Advisor & Chairman Emeritus

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CYNTHIA SETTINA

CFO & COO

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KATIE CLARK, CPFA, FPQP®

Client Service Manager

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That’s the strength of a small organization with a personal touch like RetireRight. It was worth fending off all those big-time companies constantly trying to get our business.

– John Macuga, Retired
Former Operations Mgr, 401k Plan Admin,
Falconi Automotive

Our Advisor Credentials

What exactly do all these logos mean for you?

One of the key RetireRight differences is the large amount of credential bling behind our name. These professional designations are important for 3 reasons:

1. They provide a way to establish minimum standards for financial professionals.
2. They allow you to know what sort of specialties and training we have.
3. Most important – they show our commitment to constant education, that we are on the forefront of investment fiduciary best practices, and will always be there in order to provide the very best retirement planning services for you.

Keeping it Fun

We’re serious about helping you Retire Right.
(But we can’t be all serious all the time.)

6 NON-FINANCIAL THINGS TO KNOW ABOUT RETIRERIGHT

The name of Katie’s thick, juicy English Bulldog?

Pork Chop

Who has more golf trophies – Don or Cindy?

You guessed it. Cindy!

Don has 27 pairs of glasses...

... and does not know where any of them are.

Loving term of endearment Chris is called by his children?

Baldy Head

Tyler, an avid hunter, has taken down multiple deer. His weapon of choice?

Automobile

Official RetireRight Office Sport?

One would think golf, but of course it is Bocce!

Keeping it Fun

We’re serious about helping you Retire Right.
(But we can’t be all serious all the time.)

6 NON-FINANCIAL THINGS TO KNOW ABOUT RETIRERIGHT

The name of Katie’s thick, juicy English Bulldog?

Pork Chop

Who has more golf trophies – Don or Cindy?

You guessed it. Cindy!

Don has 27 pairs of glasses...

... and does not know where any of them are.

Loving term of endearment Chris is called by his children?

Baldy Head

Tyler, an avid hunter, has taken down multiple deer. His weapon of choice?

Automobile

Official RetireRight Office Sport?

One would think golf, but of course it is Bocce!