Protect your assets, optimize your retirement income, and create a strategy that supports your long-term financial goals
Preparing for retirement means more than reaching a certain age or savings balance. From deciding when to claim Social Security to creating reliable retirement income, managing investments, and understanding how taxes may affect your financial future, each decision shapes the years ahead.
Because these decisions are connected, it isn’t always easy to see how the pieces fit together. A concrete retirement plan lets you evaluate your options with a broader perspective instead of making important financial decisions one at a time.
Every person approaches retirement differently. Some focus on creating dependable retirement income, while others want to preserve their assets, minimize the impact of taxes, or create a financial legacy for their family. At McIntire Retirement Services, we help individuals and retirees throughout Fremont, OH, navigate these decisions with a coordinated retirement plan. We analyze your priorities, explain your options, and recommend strategies that reflect your long-term retirement goals.
We offer a range of services that address the key financial decisions you’ll face before and throughout retirement. Each recommendation is selected based on your circumstances, not a predetermined formula, so every part of your plan works toward the future you’re building.
Your savings should support the life you've envisioned for retirement. We create retirement income strategies that organize your available resources into a dependable source of income, helping you balance today's needs with your long-term priorities.
Deciding when to claim Social Security can have a lasting impact on your retirement income. As NSSA-certified advisors, we help you understand your options, evaluate different claiming strategies, and determine the timing that best supports your overall retirement plan.
Your investments continue to play an important role throughout retirement. Our wealth management approach focuses on managing risk, identifying opportunities for long-term growth, and helping protect the assets you've worked hard to build.
For over two decades, McIntire Retirement Services has served families throughout Northwest Ohio as an independent, family-owned firm. That independence allows our financial advisors to focus on what’s right for our clients, providing thoughtful guidance and long-term support without being tied to corporate sales objectives.
No matter where you are in your retirement journey, we’re here to provide the guidance and support you need to make informed financial decisions.
In a world full of noise about money, a trusted advisor who knows you by name makes all the difference.
Director of Finance
Investment Advisor Representative
Director of Insurance and Annuities
Office Greeter
Planning for retirement involves more than receiving financial recommendations. It should be a collaborative experience that gives you the knowledge, guidance, and ongoing support needed to make important financial decisions with confidence. When you work with our team, you can expect:
Our team will talk to you about your priorities, concerns, and long-term objectives. By understanding your unique situation, we can provide guidance that's relevant to your needs.
We take the time to explain your options, discuss potential trade-offs, and answer your questions before any decisions are made.
Instead of addressing your retirement income, investments, Social Security, or taxes independently, we develop recommendations that work together to support your long-term retirement goals.
Our financial advisors will review your plan regularly, discuss any changes in your financial situation, and recommend adjustments to keep your retirement plan on track.
Yes. While every situation is different, proactive planning can help you understand how taxes may affect your retirement income, withdrawals, and other financial decisions. We incorporate tax considerations into your overall retirement strategy so you can make more informed decisions about your future.
The sooner you begin, the more time you’ll have to build your savings, explore your options, and adjust your strategy as your goals evolve. However, it’s never too late to benefit from retirement planning. Even after retirement begins, professional guidance can help you make the most of your savings and navigate new financial decisions.
Your savings balance is only one part of the equation. A comprehensive retirement plan takes into account your expected retirement income, spending needs, lifestyle goals, healthcare costs, taxes, and other financial factors to determine whether you’re on track to support the retirement you’ve envisioned.
Robin McIntire has been an integral part of McIntire Retirement Services since the company’s incorporation, bringing an extensive background in office administration and a dedication to creating a welcoming experience for every client. As Director of Client Services and Director of Finance, Robin helps ensure that both the client experience and the day-to-day financial operations of the firm run smoothly. From welcoming clients and coordinating special events to managing correspondence, payroll, expenses, and bookkeeping, Robin plays an important role behind the scenes. Her attention to detail and warm, personal approach help make McIntire Retirement Services a place where clients can feel comfortable, valued, and at home.
Ross Snyder works closely with clients on the investment, account servicing, and financial planning aspects of their relationship with McIntire Retirement Services. As an Investment Advisor Representative, Ross assists with investment research, portfolio management, retirement planning strategies, and maintenance of client accounts. He also helps clients navigate important financial decisions involving retirement income, Social Security, distributions, and other aspects of their financial plan. With an emphasis on careful research, attention to detail, and clear communication, Ross is committed to helping clients better understand their options and feel informed and confident about the financial decisions they make.
As Office Administrator, Heidi Okonski helps keep McIntire Retirement Services organized, efficient, and focused on providing clients with a seamless experience. She manages a wide range of day-to-day responsibilities, including scheduling, office operations, processing client paperwork, and assisting with ongoing account maintenance. Heidi also plays an important role in coordinating and hosting the firm’s promotions, educational seminars, and special events. Through her organization, attention to detail, and commitment to client service, Heidi helps ensure that clients receive attentive and timely support whenever they interact with the McIntire Retirement Services team.
Mattie proudly serves as the official Office Greeter at McIntire Retirement Services and takes her responsibilities very seriously—especially when they involve making visitors smile. Whether she’s welcoming clients through the door, helping everyone feel a little more at home, or inviting a willing participant to a game of catch, Mattie brings an extra dose of warmth and personality to the office. Her mission is simple: make every visitor feel welcome, comfortable, and happy to be here. And if you happen to have a good throwing arm, you may quickly become one of her favorite clients.
