Our Mission: Helping You Achieve Financial Freedom
Let Us Be the Champions of Your Financial Future
CONTACT YOUR RETIREMENT HEROES
About
Retirement Heroes
OUR MISSION: To provide the highest quality of service to our clients.
When you work with us, our core values of honesty and transparency will serve as a guiding light throughout our partnership. We’ll work together to understand your unique retirement goals and craft a comprehensive plan to help you reach them.
We understand that planning for retirement can be complex and, at times, overwhelming. As a retiree, there are many decisions you need to make that can affect your financial future. With years of experience in the financial services industry, our team is uniquely qualified to address your retirement concerns and save you from potential missteps.
We use our proprietary AIM Method to help retirees:
- Achieve their dream lifestyle
- Increase their nest egg
- Maximize their retirement income
We AIM to help bring you financial success!
Retirement Heroes
Meet Our Team
Shelby Green
Founder, Retirement Expert
Being born into poverty, I have a strong respect for finance. Growing up I didn’t have a bad life, but I definitely didn’t have it easy. My parents divorced when I was around 12 years old, and this began to make things pretty shaky going into my middle school years. Growing up I saw when things were tough, and it made me more passionate to learn about finance. I believed that studying finance would help me and those I’m affiliated with avoid financial struggles. So, I went to the school of USC-Aiken with a bachelor’s degree in finance.
My parents gave me a strong sense of what to prioritize, but even though they retired in their early 60s, they ended up going back to work in their 70s due to insufficient financial planning. This is a reality I strive to prevent for every retiree I work with. I strive to ensure that no one I work with faces the hardship of outliving their savings or being forced back into work during retirement.
I specialize in helping retirees and those nearing retirement secure their financial future with confidence. Whether it’s ensuring a reliable income stream, protecting assets, or planning for healthcare costs, I take a personalized approach to understanding what matters most to each client. My mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.
Financial security in retirement isn’t just about numbers—it’s about peace of mind. I’m here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.
Let’s create a retirement plan that truly works for you.
Arianny Pujols
Executive
Assistant
Arianny Pujols
Executive Assistant
Growing up in poverty, I understood early on that financial freedom requires hard work, knowledge, and determination. Breaking the cycle of poverty isn’t just about personal success—it’s about building generational wealth and ensuring financial security for the future. “Knowledge is useless if it is not shared.”
With two years of experience at Toyota Financial, I developed a passion for helping others navigate their financial situations. Now, as Executive Assistant, I am dedicated to supporting retirees in achieving financial stability and peace of mind. I assist in developing personalized retirement strategies that help clients protect their wealth, create reliable income streams, and enjoy their golden years without financial stress.
As a licensed financial professional and Executive Assistant I am committed to helping retirees make informed decisions that align with their long-term goals. Retirement should be a time of freedom, not financial uncertainty, and I take pride in being part of a team that ensures clients retire with confidence.
Let’s work together to create a secure and fulfilling retirement!
Austin Pena
Retirement & Medicare/ACA Specialist
Austin Pena
With 12 years of experience in the industry, I have dedicated my career to helping retirees save, protect, and grow their assets while navigating the complexities of Medicare, ACA, and retirement planning.
After earning my law degree, I moved to Atlanta in 2018 with a mission to guide families toward financial security in their retirement years. My passion stems from seeing the challenges many retirees face when it comes to healthcare and financial stability. I’ve spent years specializing in Medicare and ACA, ensuring retirees have the knowledge and support they need to make informed decisions.
I take pride in providing personalized strategies that help retirees maximize their benefits, avoid costly mistakes, and secure a stable future. Retirement should be a time of peace of mind, not financial stress, and I’m here to make that a reality.
Let’s work together to build a retirement plan that fits your needs and goals!
Jarvis Mills
Retirement
Professional
Jarvis Mills
Retirement Professional
For over a decade, I have been dedicated to helping individuals and businesses achieve financial security and long-term success. I am deeply committed to helping retirees secure their financial future. Retirement should be a time to enjoy life, not worry about finances, which is why I specialize in creating personalized strategies that help retirees protect their wealth, reduce taxes, and ensure a steady income throughout their golden years.
I specialize in:
- Retirement savings strategies to ensure a secure future
- Debt management solutions to create financial freedom
- Risk management to protect assets and income
- Budgeting & tax reduction strategies to maximize financial efficiency
- Passive income planning to create long-term stability
My goal is to simplify complex financial decisions and provide clear, actionable solutions that help my clients build and preserve their wealth. Whether you’re planning for retirement, growing your practice, or looking for ways to improve financial stability, I’m here to guide you every step of the way.
And with a smile that reassures you you’re in good hands, I’m committed to making the financial planning process stress-free and empowering!
Let’s build a financial strategy that works for you!
D’ija Forte
Retirement
Professional
D’ija Forte
Retirement Professional
With a background in oncology nursing, I transitioned into financial services in 2009 after witnessing the lack of financial literacy among my colleagues and patients. Seeing how financial insecurity impacted families—especially during times of illness—ignited my passion for educating and empowering people to make informed financial decisions.
For over a decade, I have helped individuals and families navigate retirement planning, insurance solutions, and financial security strategies. My goal is to ensure people understand how to protect their income, build wealth, and create a secure financial future—from young professionals to retirees.
Beyond one-on-one consultations, I have spoken at conferences, staff meetings, and community events, sharing valuable insights on retirement and financial protection. My mission is to bridge the gap in financial education, equipping people with the knowledge and confidence to make the best financial decisions for themselves and their families.
Learn More About
Our Financial Solutions
Retirement Strategies
- Optimize Social Security Benefits
- Guaranteed Lifetime Income Options
- Maximize Pension Benefits
Legacy & Estate Planning
- Wills & Trusts
- Estate Planning
- Insurance Products
Tax Strategies
- Deferred Options
- Minimize Tax Liability
- Tax-Free & Advantaged Options
Rollovers
- Guidance on Retirement Account Rollovers
- Avoid Tax Penalties
- Alignment with Financial Goals
Cashflow Planning
- Optimize Income and Expenses
- Reduce Debt and Increase Savings
- Tailored Solutions for Your Unique Circumstances
Retirement Strategies
Our retirement strategies are designed to help you build a secure financial future. We take a personalized approach to ensure your retirement goals are met, whether it’s through helping you optimize your Social Security benefits, creating sustainable income streams, or maximizing your pension benefits. We’ll help you navigate retirement planning with confidence, tailoring strategies that align with your lifestyle, risk tolerance, and long-term objectives. Let us guide you in creating a roadmap to achieve the retirement you’ve always dreamed of.
Legacy and Estate Planning
Protect your assets and legacy for your loved ones while maintaining control over how your wealth is passed down. Estate planning can be intricate, but with a well-crafted strategy, you can ensure your wishes are carried out effectively. Our team is here to guide you through the process, helping you avoid common pitfalls, minimize taxes, and make adjustments as your life and circumstances evolve. We understand how personal these decisions are, and we approach each situation with empathy, tailoring our services to the unique needs and dynamics of your family.
Tax Strategies
For many Americans, taxes are often the single largest expense in retirement. That’s why our tax planning services are designed to help you minimize liabilities and maximize savings. With a deep understanding of tax law and how it impacts your investments, we incorporate tax-deferred options, tax-free/advantaged options, and Roth IRA conversions into your strategy. We ensure your tax plan aligns with your overall financial goals, creating more financial flexibility. By taking a proactive approach, we help you make smarter investment decisions today and better prepare for a comfortable retirement tomorrow.
Rollovers
When changing jobs or retiring, understanding your rollover options is crucial to maintaining the growth and security of your retirement savings. Our team can help guide you through the process of transferring funds from one retirement account to another, ensuring your investments continue to work for you without unnecessary tax penalties. Whether it’s rolling over a 401(k) to an IRA or exploring other retirement account options, we can help you make informed decisions that align with your long-term financial goals, and help ensure a seamless transition for your retirement plan.
Cashflow Planning
Effective cash flow planning is key to achieving financial stability and meeting your goals. Our team works with you to create a customized plan that optimizes your income, expenses, and savings, helping you manage day-to-day finances while preparing for the future. Whether you’re looking to reduce debt, increase savings, or ensure consistent cash flow for important milestones, we’ll help you navigate these challenges with confidence. We focus on practical solutions tailored to your unique financial situation, providing peace of mind and greater control over your financial well-being.
Register For
Our Educational Events
Our educational events are designed to empower you to take the first step of your financial journey. Register below to join us in finding the path to your optimal retirement.
UPCOMING EVENTS
Events in November 2025
- There are no events scheduled during these dates.
Download Our Guide
Optimizing Social Security Guide
Tips to Optimize Your Social Security In Today’s World
Social Security planning is one of the most important elements in any retirement plan, but getting the most from your Social Security benefit can also feel complex and frustrating. In our guide, “Optimizing Your Social Security in Today’s World,” you’ll uncover practical tips and easy-to-understand steps to get the most out of your Social Security benefits.
START READING TODAY
Browse Our Blog
How Could the One Big Beautiful Bill Impact Taxes for Retirees?
Becca Mack2025-08-04T13:57:20+00:00August 4th, 2025|
The One Big Beautiful Bill (OBBB) includes several tax changes that directly affect retirees, especially how their Social Security is [...]
What Retirees Need to Know About the New “One Big Beautiful Bill”
Becca Mack2025-07-21T14:00:12+00:00July 21st, 2025|
President Trump’s newly passed “One Big Beautiful Bill” (OBBB) is making headlines, and retirees might want to pay close attention. [...]
Claiming Social Security at the Right Time Could Change Your Retirement
Becca Mack2025-07-18T15:20:35+00:00July 18th, 2025|
For many retirees, Social Security isn’t just a monthly deposit—it’s the foundation of their entire retirement income. But choosing when [...]
Contact Us
Our experienced team is ready to help you customize a plan to fit your specific retirement needs. We can help you avoid common retirement planning mistakes, minimize risks, and help you leave behind a lasting legacy for your loved ones. If you would like to schedule a complimentary, no-obligation consultation or second opinion review, please contact us today!
Office Location:
Located in Atlanta, GA and Servicing All 50 States
Our Email:
shelbygreen@retirementheroes.org
Our Phone:
It’s your retirement, you should have control over it.
Contact us today to schedule an introductory meeting!
