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We create the ultimate retirement experience.

From investments and tax planning to estate planning, we are the first and last line of defense in retirement.

The Evolution of this industry.

Discover the Retirement Evolved Difference

Contact

239.771.8696

Address

12500 Brantley Commons Court Suite 3
Fort Myers, FL 33907

Get Started

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We design strategies that help accomplish Three Key Goals

What happens when you come for a visit:

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Wealth Enhancement

“Will I run out of money?” This is the top concern we hear from new clients. Our retirement income strategies can help you feel confident that your money will last as long as you need it. These strategies include annuities, investments, IRA/401(k) rollovers and other wealth management opportunities.

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Wealth Protection

The closer you are to retirement, the less risk you should take on. We can incorporate products and services that help preserve what you have. We do this through life insurance, tax-efficient strategies, long-term care strategies and IRA legacy planning.

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Wealth Transfer

You want to create a legacy that lives on after you’re gone. We work closely with attorneys and tax professionals to help you organize your giving strategy, helping you with trusts, probate, charitable giving, estate planning and tax planning.

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Instant Download

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The Real Cost Of Your Retirement

By Adam J. Bruno, Certified Financial Fiduciary®

Imagine knowing exactly how you can start taking income from your investments, and how you can pay the least amount of taxes legally allowed! Wouldn’t it be great to know exactly how much retirement is going to cost you? Imagine finally getting those answers, finally understanding how this is all supposed to work. Discover the “actual” cost of your retirement. Download this free book today.

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Meet The Professionals Who Can Help You Pursue Your Goals

Our wealth managers at Evolution Retirement Services are passionate about helping individuals and families achieve their ideal retirements.

Meet the Team

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When it comes to the fiduciary standard, some advisors talk the talk.
We walk the walk.

The Certified Financial Fiduciary® Difference

Led by Certified Financial Fiduciary® Adam Bruno, our team at Evolution Retirement Services adheres to the National Association of Certified Financial Fiduciaries’ standards — no exceptions. We echo and exemplify the NACFF’s mission to create a strong and safe environment where investors are assured their best interests come first.

Included among the qualifications necessary for a financial professional to attain Certified Financial Fiduciary® status:

  • Exemplify the highest standards of morals, ethics and fiduciary standards of service
  • Swear to uphold the CFF code of conduct
  • Pass a full background check and be in good standing with all state and federal license requirements
  • Pass the CFF exam with a score of 75% or better
  • Possess a professional financial certification/designation, professional financial license (securities, insurance, accounting, etc.) or a combination of education and experience deemed satisfactory by the NACFF Advisory Council

Meet the Team

Attend a

Live Event

Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

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March 27

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED

11:00 am | Hilton Garden Inn Fort Myers | Captiva Ballroom 12600 University Drive
Fort Myers, FL 33907 United States

Register Now