Get the competitive edge with your retirement planning secret weapon.

Technical retirement planning and social security education, advanced case design, and expert training for financial and tax professionals.

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Stay ahead of the curve.

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Cut through the complexity.

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Stand out from your competitors.

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Retirement planning is so much more than numbers on a spreadsheet.

Retirement planning can be a daunting task for financial and tax professionals and their clients. There’s an endless list of factors to consider:

● The myriad of rules that come with retirement accounts and IRAs,
● The constant evolution of tax law that affects them,
● Retirement risks to mitigate, and
● Social Security as a foundational income source.

How can you possibly keep it all straight while also building a retirement income strategy that your clients don’t outlive?

A single misstep can cost your clients money and affect your reputation.

What if you had a behind-the-scenes partner with the knowledge and expertise to take those risks off the table?

Add a retirement planning expert to your team without adding to your payroll.

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Stay ahead of the curve.

Today’s retirement planning landscape is constantly evolving, and it feels impossible to keep up. Arm yourself with the tools, knowledge, and the latest advanced planning strategies to get a competitive advantage in the marketplace.

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Cut through the complexity.

Keeping up with retirement account distribution rules, tax law changes, and social security claiming considerations isn’t everyone’s passion. But it’s ours. With a knack for simplifying even the most complex concepts into terms that you can easily convey to your clients, we will give you the power to set yourself apart.

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Stand out from your competitors.

Those approaching retirement need you now more than ever to sift through the maze of decisions that come with reaching this major milestone. Our goal is simple: to build your credibility and help you create holistic retirement income solutions that leave no stone unturned. Not one.

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Retirement and social security planning are called advanced planning for a reason.

Most advisors have too much on their plate already. They don’t have the time to successfully navigate all the technical complexities of retirement planning alone. They need an expert they can trust to understand the rules, regulations, and technicalities.

At HLS, we seek to ease that burden with a team-based approach. We offer advanced retirement planning support, education, and training to find the best solution for your clients’ needs and lifestyles.

Heather Schreiber speaking and teaching

Your behind-the-scenes advanced planning expert is just a quick phone call away.

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Contact us.

Contact us, and let's chat. The team at HLS Retirement Consulting works with elite advisors and firms who want to take their retirement offerings to the next level.

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We'll get to know each other.

We'll dig in and learn how you run your practice. Then, we'll custom-build a program designed for you or your firm's specific needs so you can get back to taking care of your clients.

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Breathe easy.

You have a secret weapon in your corner with all the retirement planning expertise you need to wow your clients. We focus on the technical details so that you can focus on what you do best - building lasting relationships with your clients.

Partner with HLS to Stand Out From the Rest

Building client solutions using advanced planning techniques that are as unique as your clients.

At HLS Retirement Consulting, we pride ourselves in giving elite advisors a competitive advantage in the marketplace with retirement income solutions that leverage advanced tax strategies.

Our founder, Heather Schreiber, RICP®, NSSA®, has over 30 years of experience in the financial services industry and has worked with some of the finest organizations in the country, including Franklin Templeton Group of Funds, AXA Advisors, Truist Bank (formerly Sun Trust), and other financial powerhouses.

At HLS Retirement Consulting, we believe that retirement planning should be approached holistically to mitigate risk with the needs and goals of the client at the forefront. Collectively, the HLS team boasts over 50 years of experience in the retirement income arena. From Social Security planning and retirement income distribution strategies to estate planning, business succession planning, tax mitigation techniques, and IRS reporting issues, the breadth of knowledge at HLS is unparalleled.

Heather Schreiber

What Our Clients Say...

Stay ahead of the curve with Social Security Advisor.

A companion resource to Ed Slott's IRA Newsletter, this is the go-to "all things Social Security" newsletter and reference tool for financial professionals. Providing practical applications to commonly asked and misunderstood claiming rules, Social Security Advisor is a must-have for any financial and tax professional who wants to add value to their financial and tax planning process.

Social Security Advisor newsletter cover