OUR RETIREMENT PROFESSIONALS

The right experience for your retirement situation.

Retirement decisions rarely fit into one specialty. After your initial review, we help connect you with a licensed professional whose experience aligns with the questions, priorities, and state-specific needs in your plan.

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Education firstSituation-based matchingOne coordinated plan

A SIMPLE, FOCUSED PROCESS

How the 15 Minute Advisor model works

We begin with clarity, then help you identify the experience most relevant to the decisions in front of you.

Start with a focused review

Identify the key retirement-income questions, priorities, and exposures that deserve attention.

Match experience to the need

We consider the topic, state licensing, and the professional best suited to your situation.

Decide your next step

There is no obligation. You decide whether to continue, and you control the pace.

MEET THE TEAM

Meet our retirement professionals

Our team combines direct client work with a commitment to plain-English education and disciplined planning.

Anthony “Tony” Lombardo

Senior Retirement Professional and Director of Advisor Training

Tony works directly with clients while also helping train future 15 Minute Advisor professionals. His work focuses on retirement-income planning, Social Security considerations, annuities, life insurance, long-term-care planning, and helping families organize complex decisions in plain English.

Retirement incomeSocial SecurityAnnuitiesLong-term careAdvisor training

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ONE CONSISTENT STANDARD

A coordinated network, built around your needs

We focus on finding the right professional for each retirement situation—not on presenting a directory. Every introduction considers location, licensing, experience, and the questions that matter most to you.

Licensed for your location

Matched to your situation

Supported by consistent training

As National Director of Advisor Training, Tony Lombardo helps establish the education-first standards used to prepare future 15 Minute Advisor professionals.

Insurance and financial professionals may only offer products or services in jurisdictions where appropriately licensed. A match or introduction does not guarantee that any particular professional or strategy will be appropriate for you.