# PLAN2RETIRE

PLAN2RETIRE is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://plan2retire.com
- **LinkedIn:** https://www.linkedin.com/company/jeff-bowers-cfp

## Regulatory record

- **CRD number:** 146827
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146827

## About

PLAN2RETIRE is a state-registered investment adviser in Hagerstown, MD. The firm manages approximately $82 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Does PLAN2RETIRE manage direct private investments?

There is no public evidence that PLAN2RETIRE engages in direct private equity, venture capital, or real estate investments. Most retail-focused RIAs allocate client portfolios through third-party funds and ETFs rather than sourcing proprietary deals.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/plan2retire

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