This isn't your typical financial advisor sales pitch seminar. We won't bore you with the same old news. Instead, we'll dive into a real retirement plan, allowing you to see how the elements of your own retirement plan come to life. 

Featured On:

Plan with Confidence!

Click here to register, seats are limited and registration is required --> 

 TERMS AND CONDITIONS - PRIVACY POLICY

This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way. 

Plan Wise Wealth Group, Richy Hirtle and Hannah Hirtle are not affiliated with or endorsed by the Social Security Administration or any government agency. 

This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.

FACEBOOK is a trademark of FACEBOOK, Inc.

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.

Opinions expressed herein are solely those of Plan Wise Wealth Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Plan wise Wealth Group a Registered Investment Advisor in the State of Indiana. Being registered as an investment adviser does not imply a certain level of skill or training.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Indiana or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

Richy Hirtle is the founder and lead investment advisor at Plan Wise Wealth Group, a fully independent Registered Investment Advisory (RIA) firm. As a Series 65-licensed fiduciary, Richy is legally and ethically bound to put his clients’ best interests first—a principle that guides every recommendation he makes.

With years of hands-on experience in the financial services industry, Richy has helped individuals and families across the country navigate the complexities of retirement, investment, and estate planning. His approach blends advanced planning tools—such as the Color of Money Risk Analysis and Retirement Compass reports—with deep listening and a personalized touch. Every plan is tailored to the client’s unique financial goals, lifestyle needs, and risk profile.

As the driving force behind Plan Wise, Richy built the firm to challenge the status quo of traditional financial advice—offering transparent, relationship-based planning without sales quotas or product pushes. He believes retirement planning isn’t just about numbers—it’s about stewardship, trust, and lifelong partnership.

Whether hosting client appreciation events, holding strategic review meetings, or leveraging cutting-edge technology to improve communication, Richy ensures every client feels seen, heard, and valued. His passion for excellence and sincere commitment to serving others have made him a trusted advisor and advocate for financial confidence at every stage of life.

About Your Hosts

RICHY HIRTLE

How To Plan For A Retirement You Will Love

Click the green button above to save your spot. Enjoy complimentary dinner during class! This is an exclusive event and seating is limited. Please come prepared to learn about retirement.

Join Us!

How To Plan For A Retirement You Will Love

HANNAH HIRTLE

Meet Hannah Hirtle, the dynamic co-owner and Chief Operating Officer of Plan Wise Wealth Group. As a dedicated mother of three energetic boys, Hannah brings the same level of care, organization, and commitment to her family as she does to our firm. Her exceptional leadership and operational expertise are the backbone of our company, ensuring that every aspect of our business runs smoothly and efficiently. She is the driving force behind our firm’s success, orchestrating our operations with precision and fostering a collaborative and supportive work environment. 

Hannah's influence extends beyond the office; her nurturing spirit and strong values shape the culture of Plan Wise Wealth Group, making it a place where both clients and employees feel valued and supported. Her passion for helping others achieve their financial goals is matched only by her devotion to her family, making her an indispensable part of our team and the heart of our company.

Phone: (317) 759-7328

Email: support@planwisewealthgroup.com

Website: www.planwisewealthgroup.com

limited to 20 seats, reservations AND phone call confirmation are required for registration

Navigating Retirement Can Be Challenging

Enjoy a night out (complimentary food + beverage!) and learn how to prepare for your Retirement! Please join us and learn how you can work toward your retirement goals amidst Taxes, Inflation, and Market Turmoil.

How To Plan For A Retirement You Will Love

We Are Here To Help

OR

OR

Registered Investment Advisor Firm

Fiduciary Financial Planning for those preparing for or in retirement

• Social Security Optimization

• Income Planning

• Tax Planning

• Wealth Management

• Investment Advising and Strategies

• Risk Assessment

• Portfolio Analysis

• RMD planning

• Medicare/IRMAA

• Estate Planning (Wills/Trusts)

• Life Insurance and annuities

(Only 5 seats left for dinner)

Click the green button above to save your spot. Enjoy complimentary dinner during class! This is an exclusive event and seating is limited. Please come prepared to learn about retirement.

Join Us!

How To Plan For A Retirement You Will Love

OR

Click the green button above to save your spot. Enjoy complimentary dinner during class! This is an exclusive event and seating is limited. Please come prepared to learn about retirement.

Join Us!

How To Plan For A Retirement You Will Love

Click the green button above to save your spot. Enjoy complimentary dinner during class! This is an exclusive event and seating is limited. Please come prepared to learn about retirement.

Join Us!

How To Plan For A Retirement You Will Love

Click the green button above to save your spot. Enjoy complimentary dinner (build your own nacho bar!) + drinks during class! This is an exclusive event and seating is limited. Please come prepared to learn about retirement.

Join Us!

How To Plan For A Retirement You Will Love