Retirement Planning in Beavercreek and the Greater Dayton area

Turn your savings into a reliable paycheck for life — with a strategy built around your goals, your timeline, and your peace of mind. Serving Beavercreek, Dayton, Kettering, Centerville, and all of Greater Dayton.

Start building your retirement strategy today

A Paycheck You Can Count On — For Life

Retirement isn’t just about how much you’ve saved — it’s about making sure that money lasts and works for you. We help Greater Dayton residents build income strategies that cover daily expenses, account for healthcare costs, and adjust for inflation. Whether you’re 5 years away or already retired, our advisors in Beavercreek are here to help.

Social Security Timing

Maximize your lifetime benefit by choosing the right age to claim — a decision worth tens of thousands of dollars.

Income Sequencing

Draw from the right accounts in the right order to minimize taxes and stretch your savings further.

Healthcare Cost Planning

Budget accurately for Medicare premiums, out-of-pocket costs, and potential long-term care needs.

Inflation Protection

Ensure your retirement income keeps pace with rising costs over the next 20 to 30 years.

A Local Advisor Who Puts Your Retirement First

Alan Zins has helped more than 1,000 retirees across the Greater Dayton area build confident retirement income strategies. Our approach is never product-first — it’s always people-first. We don’t recommend anything until we fully understand your situation, your goals, and your concerns.

Start building your retirement strategy today

Free consultation. No cost. No pressure. Serving Greater Dayton.

Schedule Your Free Medicare or Retirement Consultation Call Today

Real Reviews From Dayton-Area Clients

      EXCELLENT  
   Based on 19 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Philip 
 
 
 
 Trustindex verifies that the original source of the review is Google. Alan Zins of the Medicare and Retirement Solutions Group has always guided me in the best possible direction for my Medicare Supplemental Insurance and my Medicare drug coverage. I urge everyone to use Alan's many years of dealing with all aspects of  Medicare to their advantage. Alan's wealth of Medicare knowledge is a benefit you want working on your behalf !
  
 
      Posted on Google  
   
   Tim Moore 
 
 
 
 Trustindex verifies that the original source of the review is Google. Alan was recommended to me a few months before I actually retired. (Less than 2 yrs)
Absolutely a ton of information out there, decisions to make and sorting through all of it can be overwhelming.
Alan laid out All of the possibilities, explained the Pros & Cons of my "CHOICES"
Making everything simplified to fit my needs!!
My only Complaint..... I DID NOT MEET Alan a YEAR SOONER!!
I Definitely made a few mistakes concerning my timeline leading up to retirement!!
HIGHLY RECOMMEND!! Do yourself a favor.... Take the Easy Way to Retirement!
  
 
      Posted on Google  
   
   Harold Poland 
 
 
 
 Trustindex verifies that the original source of the review is Google. Alan has helped me choose the right Medicare advantage plan for me. I had a total shoulder replacement and the plan he picked out for me paid a lot towards my hospital and Dr. bills. It was a plan that if I would have tried to choose on my own I probably would have chosen the wrong plan. What I like best about Medicare and Retirement Solutions Group is they really care about the people they serve. They have a heart for people and it really shows. Thank you Alan and Medicare and Retirement Solutions Group!
  
 
      Posted on Google  
   
   Sheila Warner 
 
 
 
 Trustindex verifies that the original source of the review is Google. Have worked with Alan since I first went on Medicare after filing disability in 2012. His integrity drives him to get the best coverage and most profitable retirement benefits for his clients (you won’t be a client long…. He will quickly become family!) Now we both are retired and he has always done what is best for us with every medical plan!
  
 
      Posted on Google  
   
   fairborn Jim 
 
 
 
 Trustindex verifies that the original source of the review is Google. Alan does an excellent job at explaining all my options. Helped my chose a plan that is tailored to my needs. I would recommend Alan to all my friends.
  
 
      Posted on Google  
   
   Norman Leverich 
 
 
 
 Trustindex verifies that the original source of the review is Google. Completely transparent and thoroughly professional-delivered what was promised!!!
  
 
      Posted on Google  
   
   Carol Gravelle 
 
 
 
 Trustindex verifies that the original source of the review is Google. Alan has been a great help to me with his advice on my Medicare plan. He thoroughly checks all the options and chooses what plan(s) would cover me effectively in all of my medical needs.
  
 
      Posted on Google  
   
   Candy P. 
 
 
 
 Trustindex verifies that the original source of the review is Google. Alan Zins is very professional and informative helping me to decide the best plan for me and my budget. He answered all my questions and has been a strategic advocate for the concerns of my future. His honest feedback is trustworthy as he has been in this field of service for the good of the public for over 15 years. I have recommend him as agent for my own family, friends, and neighbors. I will continue to work with him as changes are inevitable in this volatile world we live in.
  
 
      Posted on Google  
   
   John Bergin 
 
 
 
 Trustindex verifies that the original source of the review is Google. Alan is the best! Everyone needs to see Alan about your insurance and investment needs. He is the best! If you don’t see him about these important needs, your missing the boat!
  
 
      Posted on Google  
   
   Roger Clinard 
 
 
 
 Trustindex verifies that the original source of the review is Google. Alan did a great job for me , so good I have my wife go see him. Very friendly and knowledgeable!