Broker Check

Meet The Retirement Plan Professionals

Thank you for your interest in working with Retirement Plan Professionals!

Our financial professionals can help you address:

  • What you should be doing to plan for your retirement right now
  • Various Retirement investing and distribution strategies
  • Important factors not to be overlooked when transitioning into retirement
  • How to protect your assets

Here are a few questions often asked:

  • Can I retire early?
  • When should I take my Social Security Benefit?
  • How will healthcare effect my retirement?
  • Can I maintain my current lifestyle in retirement?
  • What will my family do if I die?

We have helped many people just like you with similar issues and concerns. Let's talk today to address your concerns. 

 

Todd Edward Sepp, CRC®

Financial Advisor of GWN Securities, Inc.

(520) 207-5365

(520) 647-9101

toddsepp@retirementplanprofessionals.com

Todd enjoys spending time with his wife and two kids. Traveling (especially to Hawaii to build up the Aloha spirit). He has a passion for film and wine. When he can he attempts to play golf. 

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Michelle Monteleone, Financial Advisor of GWN Securities, Inc.

Office Manager / Financial Advisor of GWN Securities, Inc.

(520) 207-5365

(520) 647-9101

michelle@retirementplanprofessionals.com

Michelle is a transplant from Pasadena, CA, who first came to Tucson as a student at the University of Arizona. She received a Bachelors of Fine Arts and a Masters in Art Education. During that time, she fell in love with the desert...

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