Strive for Excellence

Personal Service

At Retirement Wealth Advisors, our mission is to assist you in turning your hopes into reality through the creation,
management, and preservation of your wealth. We strive to accomplish this by prioritizing goals, developing a financial plan, and monitoring ongoing strategies needed to implement the process.

We take the time to listen and gain a full understanding of your current financial picture as well as your overall goals.
Together, we develop a relationship based around your needs and use the knowledge gained from that relationship to
create a sophisticated financial strategy. Taking care of you — that is our purpose.

Our Commitment to You

Each client comes to Retirement Wealth with a unique set of wants, needs, and concerns. Our personal and educated team aims to help each client define, refine, and pursue their financial goals.

We want our clients to feel comfortable about their financial decisions and our advice. Retirement Wealth cares about our clients, their families, and the responsibilities that they have entrusted with us. 

Eric and Amy have a fiduciary responsibility and duty to all of their clients which means all of our recommendations are made with the client’s best interest in mind.

We’re always looking for new ways to add value to our clients’ experience, so we dedicate our time to staying educated and informed.

Investment Planning

At Retirement Wealth Advisors, we understand that many people may become overwhelmed when faced with choosing the correct financial products for their needs. A good investment strategy can help you navigate the world of investment vehicles. The initial step is an analysis of your overall risk tolerance so that your investment goals are in synch with your overall financial planning and retirement planning goals.

Retirement Planning

It seems that retirement planning has never been so challenging. As a result of individuals retiring earlier and living longer, the average retiree will spend about one-third of their adult life in retirement. So comprehensive retirement planning requires careful consideration of all lifestyle choices involving health care, housing, income and estate planning.

Insurance Planning

It seems that retirement planning has never been so challenging. As a result of individuals retiring earlier and living longer, the average retiree will spend about one-third of their adult life in retirement. So comprehensive retirement planning requires careful consideration of all lifestyle choices involving health care, housing, income and estate planning.

Recent Work

Wealthworx Radio

Fox News 92.5

News Radio 1580 WCCF

Retirement Course

FGCU

Feb 12 & 19 – 1:00pm – 3:00pm

March 24 – 1:00pm – 3:00pm


Venice community center

One day courses
1-29-2020 – 1:00pm – 3:00pm
2-13-2020 – 1:00pm – 3:00pm
3-19-2020 – 1:00pm – 3:00pm

Blog & Pod Casts

Meet the Team

Eric Kearney
Autumn Foster
Amy Lawson
Donna Krohn

Eric Kearney

Retirement Wealth Advisor

Eric Kearney with Retirement Wealth Advisors has been helping clients pursue and maintain their financial goals since 2001. As a trusted advisor, Eric takes a comprehensive approach with his clients and assists them in working towards their financial goals. He thoroughly educates his clients about the advantages and disadvantages of the financial decisions they make. He also helps to create and execute a sophisticated portfolio, as well as a tax and estate plan that guides them throughout retirement.

Eric is also a regular on The Morning Blend on Fox 4. He continues to write and educate people on his blog at www.erickearneyblog.com and and has taught an wealth management course titled “Rejuvenate Your Retirement” at both Florida SouthWestern State College and Florida Gulf Coast University to successful pre- and post-retirees.

Growing up in the financial services business with his mother, Eric continues to pioneer sophisticated strategies that help protect his clients from volatile and risky financial investments while helping them grow their investment income.

Autumn Foster

Marketing Coordinator

Autumn enjoys assisting Retirement Wealth clients with their financial needs. She has 12 years of marketing and advertising experience. Her first priority is to make sure our clients’ needs and wants are cared for. Autumn is in the process of becoming an Investment Advisor Representative and licensed insurance specialist. She resides in Cape Coral, FL with her husband, two daughters, and Great Dane. She loves giving to local animal shelters and has built multiple homes for Habitat for Humanity in her community.

Amy Lawson

Investment Advisor Representative
Amy began her career as an independent advisor in 2001. From day one, as a fiduciary, Amy has put her clients’ needs first, long before it was mandated or required. Amy is actively involved in all aspects of her clients’ long-term retirement planning, including creating customized plans, estate planning, portfolio development, and analysis. Once a customized strategy is in place, she monitors performance to help her clients’ financial goals.

Amy focuses on unbundled 401(k) plans with innovative investment options, including
rules-based portfolios and exchange traded funds. She is proud to create and manage 401(k) plans tailored to her clients’ needs.

Amy is especially fond of helping women create the retirement they deserve, particularly
those who are transitioning after divorce or the loss of a spouse.

Amy lives in Raleigh, NC and splits her time between Retirement Wealth Advisors’ Raleigh and Cape Coral offices. She is an avid supporter of the Boys & Girls Clubs of Raleigh where she developed and conducts The Bracelet Project, an entrepreneurship program targeted to Tween girls. Amy earned an Master Degree in Business in 1991 and holds a Series 65 securities license and a Life and Health License in North Carolina and Florida.

Donna Krohn

Investment Advisor Representative
Donna grew up in Connecticut and enjoyed an interesting career in law enforcement in the New York Metropolitan area Pursuing a lifelong personal interest in financial management, She founded Holistic Financial Group in 2013, which has since worked with financial advisors around the United States, United Kingdom and Australia, providing financial planning and support services.

Donna relocated to Southwest Florida in 2016. She is also served as a member and past secretary of the local chapter of the Financial Planners Association (FPA).

Donna holds a Bachelor of Science Degree from Penn State University. She also holds a Certificate in Financial Planning from the Terry College of Business at the
University of Georgia. She is currently a candidate for the Certified Financial Planner
designation.

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