Proper Retirement

Financial Services • St Davids, Pennsylvania, United States • 1-10 Employees

Company overview

Headquarters	St Davids, Pennsylvania, United States
Website	properretirement.com
NAICS	52
Keywords	Tax Planning, Retirement Planning, Iras, Roth Conversions, 401K Strategies, Retiring With Real Estate
Founded	2024
Employees	1-10

Key Contact at Proper Retirement

Erik Schuster

Founder & Financial Planner

Proper Retirement Email Formats

Proper Retirement uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@properretirement.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@properretirement.com	100%

About Proper Retirement

Proper Retirement is a full-service financial and retirement planning firm in Wayne, PA. Acting as your family CFO, we educate families on their current financial situation and provide comprehensive planning to navigate all the complexities of retirement. Our services include: Tax Planning Cash Flow Strategy Roth Conversions Social Security Timing Healthcare Coverage Estate Planning Leveraging Insurance in Retirement When you trust us to provide comprehensive planning for your family, you receive all of these services with one firm. We provide you with the education and resources to enter retirement with certainty. You get one chance to retire and we empower you to be fully prepared for it. To learn more about Proper Retirement and its services, visit properretirement.com. To schedule a complimentary meeting, call 484-580-2118 or email Erik.Schuster@ProperRetirement.com. 𝘗𝘳𝘰𝘱𝘦𝘳 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭, 𝘓𝘓𝘊 ("𝘗𝘳𝘰𝘱𝘦𝘳 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭") 𝘪𝘴 𝘢 𝘙𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘈𝘥𝘷𝘪𝘴𝘰𝘳 ("𝘙𝘐𝘈"), 𝘭𝘰𝘤𝘢𝘵𝘦𝘥 𝘪𝘯 𝘵𝘩𝘦 𝘊𝘰𝘮𝘮𝘰𝘯𝘸𝘦𝘢𝘭𝘵𝘩 𝘰𝘧 𝘗𝘦𝘯𝘯𝘴𝘺𝘭𝘷𝘢𝘯𝘪𝘢. 𝘗𝘳𝘰𝘱𝘦𝘳 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘴 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘢𝘯𝘥 𝘳𝘦𝘭𝘢𝘵𝘦𝘥 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘧𝘰𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘯𝘢𝘵𝘪𝘰𝘯𝘢𝘭𝘭𝘺.

Proper Retirement revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Proper Retirement has never raised funding before.

Proper Retirement Tech Stack

Discover the technologies and tools that power Proper Retirement's digital infrastructure, from frameworks to analytics platforms.

Vimeo

Video players

WP Rocket

Caching

PWA

Miscellaneous

Google Maps

Maps

Microsoft 365

jQuery

JavaScript libraries

PHP

Programming languages

Calendly

Appointment scheduling

Akismet

WordPress plugins

WordPress

Blogs

Yoast SEO

SEO

Google Tag Manager

Tag managers

Frequently asked questions

Proper Retirement is located in St Davids, Pennsylvania, US.

Proper Retirement was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Proper Retirement has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Proper Retirement

Erik Schuster

Founder & Financial Planner

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