Evans, GA - February 20, 2026 - Senior Income and Retirement Solutions, a retirement planning firm based in Evans, Georgia, is bringing a more holistic, relationship-driven approach to retirement planning for seniors across the region. Founded by Steven Lovell, a retirement planning professional affiliated with Tarkenton Financial, the firm focuses exclusively on the senior market and specializes in helping individuals navigate the intertwined decisions that shape retirement.
According to the firm, retirement planning involves a series of interconnected decisions that can significantly impact long-term outcomes. Choices related to Social Security claiming strategies, for example, can influence taxable income and Medicare premiums, while Roth conversions may affect future tax exposure and IRMAA thresholds. Senior Income and Retirement Solutions takes these interdependencies into account to help clients understand how one decision may affect another over time.
Rather than offering standardized plans, the firm begins each engagement by evaluating a client’s current financial situation, future goals, lifestyle priorities, and family considerations. This discovery process aims to understand what clients want their retirement years to look like before discussing specific strategies or products.
“Our work starts with listening,” said Lovell. “By starting with personal context rather than assumptions, we can help our clients better evaluate their options and build plans that reflect real life circumstances instead of generic benchmarks.”
In addition to income and tax-aware planning, the firm places a strong emphasis on risk management and asset preservation. Senior Income and Retirement Solutions assists clients in evaluating protection-focused products such as Medicare Supplement plans, Medicare Advantage plans, Part D prescription drug coverage, life insurance, and long-term care strategies. These elements are considered alongside financial tools like fixed annuities and premium financing strategies. They are evaluated within the context of the client’s financial situation and long-term objectives, emphasizing a balance between security, flexibility, and sustainability.
“Many seniors feel overwhelmed by the number of decisions they’re expected to make in retirement,” added Lovell. “Our role is to help them slow the process down, see how the pieces connect, and make informed choices with confidence.”
Senior Income and Retirement Solutions draws on a broad network of planning resources to evaluate available options and identify strategies aligned with each client’s objectives. The firm emphasizes straightforward, personalized guidance intended to provide clarity and structure during a period of life that often brings significant transition.
Senior Income and Retirement Solutions serves clients throughout Evans and the surrounding CSRA to include Georgia and South Carolina communities, working closely with individuals and families as they transition into retirement.
To learn more about the firm’s planning approach and to schedule a complimentary retirement review, please visit https://www.seniorincomeandretirement.com/.
About Senior Income and Retirement Solutions
Senior Income and Retirement Solutions is a retirement planning firm founded by retirement planning professional Steven Lovell. The firm provides guidance on retirement income planning, Medicare and healthcare considerations, Social Security strategies, insurance planning, and long-term financial protection through a client-focused, education-driven approach.
Media Contact
Company Name: Senior Income and Retirement Solutions
Contact Person: Steven Patrick Lovell
Email: Send Email
Phone: (706) 294-4270
Country: United States
Website: https://www.seniorincomeandretirement.com/
