About Don Retallick

With 18 years of experience in the financial services industry, Don Retallick is a seasoned Independent Investment Advisor and Insurance Agent dedicated to empowering clients through comprehensive financial planning. As the founder of Retallick Financial Group and Retallick Wealth Management, Don and his team deliver full-service financial advisory services tailored to meet the unique needs of each individual and family.

Growing up in Western Massachusetts and relocating to Florida in 1992, Don has deep roots in community and family values. He is the proud parent of four children: Alivia, Savannah, Jonesy, and Westin. Notably, Savannah and Jonesy have joined him in the family business, contributing their talents alongside a dedicated team of six professionals.

At the core of Don’s philosophy is a commitment to honesty, integrity, and simplifying the financial planning process for clients. He believes that everyone deserves a clear path to achieving their financial goals, especially in an era where longevity demands thoughtful planning. Don employs a proven process that encompasses Safety First, Portfolio Audit, Taxes in Retirement, Estate Planning, Income Planning, and ongoing service support and education. He understands the importance of a written income plan, emphasizing its critical role in ensuring a secure and fulfilling retirement without the fear of running out of money.

Don Retallick is not just an advisor; he is a trusted partner in navigating the complexities of financial management, striving to make each client’s journey as straightforward and successful as possible.