The Right Company for You
Rightirement Wealth Partners is a team of fiduciaries putting your family’s needs first in all advice and implemented financial recommendations. We back up our commitment with CERTIFIED FINANCIAL PLANNER™ professionals that meticulously monitor your retirement accounts and truly strive to help your family remain financially happy.
Meet the professionals working to help you achieve your financial goals.
Check the background of investment professionals with this site on FINRA’s BrokerCheck.
CERTIFIED FINANCIAL PLANNER™ professional
William (Bill) Brancaccio has over 6 years of experience as a financial planner. His focus is on client portfolio design, tax modeling, and creating intelligent insurance plans that seek to help clients in the long term at an affordable cost.
Chartered Retirement Planning CounselorSM
Laurie Schaeffer has over 15 years of experience as a financial advisor. Her focus is on financial education and planning for women and personal money management techniques that are simple to follow while proven to be effective.
Al Hodys, JD
Al’s focus is on family wealth and estate planning, portfolio construction, and investment planning and advice. Al works with individuals and families to achieve their personal goals, protect and grow their financial assets, and strategically manage risk.
As a financial planner for Rightirement Wealth Partners, I provide my clients with a full complement of wealth services for individuals, small business owners and their families. My approach is both personal and comprehensive, empowering you to focus on two things: vision and decision.
Speak with one of our experienced financial advisors.