Personalized retirement planning to help you protect your savings, create reliable income, and make informed decisions
After decades of hard work, retirement should give you the freedom to enjoy the life you’ve built, not leave you worrying about your finances. Many retirees in Perrysburg, OH, find themselves asking important questions like:
Without a coordinated financial planning strategy, even well-prepared retirees may miss opportunities, make costly decisions, or take on unnecessary financial risks.
Retirement isn’t just about how much you’ve saved — it’s about protecting what you’ve worked hard to build and making smart financial decisions that support the life you want to live.
For more than 20 years, McIntire Retirement Services has helped retirees, individuals, and families throughout Perrysburg, OH prepare for retirement with personalized financial planning, retirement income solutions, investment management, and financial guidance. As an independent, family-owned firm, we take the time to understand your income needs and unique financial situation so we can develop a strategy that’s tailored to you.
No two retirement plans look exactly alike. That’s why we offer a range of investment strategies that work together to help you pursue your retirement goals and position you for long-term financial success. From creating dependable retirement income to managing your investments and evaluating your Social Security options, we’ll help you build a plan that supports the future you’re working toward.
Our financial planning services include:
We help you create an income strategy that turns your savings into steady, dependable payments, helping support the lifestyle you want throughout retirement.
As NSSA-certified advisors, we help you understand your options and determine the right time to claim your benefits based on your overall retirement plan so you can make the most of what you've earned.
Our wealth management approach combines personalized investment management strategies to grow and protect your assets throughout retirement.
For more than two decades, we've helped individuals and families across Northwest Ohio navigate life's biggest financial decisions with personalized retirement planning. That experience helps us recognize potential challenges early and provide practical guidance when it matters most.
As an independent, family-owned firm, we’re free to recommend strategies based solely on what’s right for you. Our recommendations are guided by your goals and best interests, not proprietary investment products or corporate sales quotas.
Your financial situation is unique, so your retirement strategy should be too. We take the time to understand your goals, priorities, and concerns before developing a personalized financial plan to support the future you're working toward.
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
It starts with a conversation. We get to know you, your goals, and what you want your money to do for you.
We build a long-term strategy tailored to your needs, then turn it into a clear, comprehensive plan.
We put your plan into action, with steady communication and skilled staff who keep the process quick and easy.
We review your accounts regularly and make adjustments as your circumstances, or the markets, change.
Income Planning in Perrysburg, Ohio
A financial planner may provide guidance on a wide range of financial matters, including investments, insurance, education savings, and wealth management. A retirement planner focuses on helping you prepare for your retirement years by developing strategies for retirement income, Social Security, taxes, risk management, and asset preservation.
Absolutely. Many clients come to us after they retire to review their existing financial strategy, adjust to changing circumstances, and prepare for the years ahead. We provide expert advice on investment management, retirement income, tax planning, and other important financial decisions to support their long-term financial goals.
A well-structured retirement plan can help you think beyond generating retirement income. We can discuss strategies that complement your estate planning efforts, help preserve your assets, and support the financial future of your loved ones.
Your initial consultation is an opportunity to discuss your unique needs, current financial situation, and any questions you have about your financial future. We’ll get to know your priorities, explain our process, and provide personalized advice on the next steps for your retirement plan.
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.
