Testimomials

“These two have been instrumental in my life not only as friends but as financial advisors.  I am proud of the accomplishments they have obtained and am excited for this next step in their lives.  Ideal Retirement Solutions  is my one stop shop for life planning.”

Chris Hanks, Mayor – City of North Port

“Jeff is extremely helpful and very knowledgeable. He’s gone above and beyond to help me with my financial planning. I recommend him to everyone!

Melissa Carella

“If you are a person who would like to secure your own financial future, you Will Not find a more personable company to work with.  Mr. Tamas is a person who likes to speak directly to you while he explains the process of how to securely maintain your finances and retirement.”

Kenny Gill

“This was my first event which provided me with lots of valuable information and enabled me to meet great community business owners. Thank you to those who make our community such a great place to live and to be a part of!​”

Heidi Hodder

“Jeff is an incredible Financial Advisor. No matter what age or stage of life you find yourself in Jeff’s services are an absolute necessity and his financial knowledge invaluable. When you meet with him you will always leave happy!”

 Casey Bolam

“How refreshing it is to have someone enthusiastic about their job! Jeff’s passion for assisting others with financial planning is strong. If you have questions about your financial future, look no further.”

Elise Bouchard

“His professionalism and passion for what he does. And he’s so prompt with returning messages”

–  Kathy Johnson

“I met Jeff when he was a young children’s pastor. I continue to see that same level of care and honesty in his current endeavor. Even though I am old enough to be his mother, I find his wisdom and genuine interest in my life rewarding”

Charlene Toney

“Corey is a true professional and is very good at what he does. He explains all options and makes sure you understand them. He truly cares about his clients.

Jason Tari

“Corey is professional, generous, and passionate about helping families and businesses develop the right financial strategy for their personal need!

Angela Chancey Clark

You worked your whole life...
Let us handle the rest of it.

We all dream of spending our retirement years in comfort and without financial worries. We can make that dream a reality.