IDEAL RETIREMENT SOLUTIONS

Jeff Tamas RICP®

CEO & Senior Advisor

Jeff was born and raised in a small town in Upstate New York. He has lived in Southwest Florida since 2011 and is extremely involved in the community. Jeff has an extensive leadership background from the Army and vocational Christian ministry in addition to his experience in finance. He has been married to his wife Vanessa since 2008 and has three wonderful children and beautiful golden doodles. Jeff enjoys fishing, golf and volunteering at his church in his free time.

Co-Author to The Ideal Retirement Advantage, a practical guide to retirement planning available on Amazon.

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Your dedication to building and protecting your nest egg deserves to be rewarded. Our experienced team specializes in creating strategies to help you preserve more of your wealth by minimizing taxes, so you can enjoy the retirement you’ve worked so hard to achieve. Contact us today to explore how we can help you make the most of your retirement years.