About
Retirement Income USA
Retirement Income USA is a comprehensive financial services firm that helps soon to be retired and retired residents effectively plan for and prepare for life’s greatest journey.
We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. As the majority of our clients are retirees with similar concerns, we’ve had the opportunity to gain the skills and experience necessary to provide the help and insight you need when planning for your future.
Our focus is on empowering pre-retirees and retirees towards a safe, secure, and stress-free retirement. We are committed to guiding our clients through the intricate landscape of retirement income planning, protection, and wealth preservation by minimizing unnecessary risks. With a dedicated emphasis on financial literacy and strategic holistic planning, we strive to assist you in making informed and smart decisions that resonate with your goals.
Retirement Income USA
Meet The Team
Jules LeFevre
Founder / CEO
Jules LeFevre has spent more than three decades in the financial world, helping families navigate one of the most important transitions of their lives — retirement.
She began her career on Wall Street in the 1980s, working through market booms, crashes, bubbles, and everything in between. Over the years, she learned something simple but powerful: retirement isn’t about chasing returns — it’s about creating reliable income and sleeping well at night.
Jules built Retirement Income USA with that belief at the center.
Licensed in more than 30 states, she works virtually with clients across the country. Her approach is straightforward and educational. No pressure. No hype. Just clear conversations about risk, income, and long-term stability.
After decades in traditional financial services, Jules chose to focus on what she believes matters most for retirees: guaranteed income strategies that reduce stress and remove guesswork. She believes retirement should feel steady, not fragile.
Clients appreciate her direct communication style and practical mindset. She explains complex topics in plain English and makes sure every client understands their options before making decisions.
At this stage in her career, Jules isn’t trying to build a giant firm. She’s focused on doing meaningful work with good people — and helping them create retirement income that lasts.
When she’s not working, you’ll likely find her cooking something Mediterranean, walking by the ocean, or spending time with family — living the same balanced, steady life she encourages her clients to build.
Learn More About
Our Financial Solutions
Retirement Income Strategies
- Maximize Social Security Benefits
- Maximize Pension Benefits
- Guaranteed Lifetime Income Options
Tax Planning Strategies
- Tax-Deferred Options
- Tax-Free/Advantaged Options
- Roth IRA Conversions
Asset Protection & Reallocation
- Minimizing Stock Market Risks
- Putting “Lazy” Assets to Work
- Asset Diversification
Health Care Planning
- Long-Term Care Planning
- Health Insurance
- Medicare/Medigap
Legacy Planning
- Wills and Living Trusts
- Estate Planning
- Insurance Products
Download Our Guides
Tips to Help Avoid Market Panic Reaction
Have a Plan to Help Protect Your Savings from Major Market Corrections
Planning for retirement is never a “set it and forget it” activity: There are unexpected disasters, market drops, and changing laws that invariably cause retirees to reevaluate their plans. Diseases, natural disasters, or political instability are examples of things that can cause market downturns or drops. Such occurrences are difficult to predict, and their consequences can cause people to make hasty decisions with their finances. However, you can prepare yourself for a downturn by having a solid financial strategy in place.
Our Media
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Income Tax vs. Capital Gains Tax: What’s the Difference?
Understanding the difference between income tax and capital gains tax is a key part of smart financial planning. While both [...]
Retirement Readiness for Generation X: Overcoming the “Sandwich Generation” Squeeze
As a financial advisor, I've had the privilege of working with many clients from Generation X—the often-overlooked cohort born between [...]
Is a Roth IRA Conversion in Your Future?
Retirees aiming to reduce their taxes in retirement can benefit from strategic conversions and transfers between traditional and Roth Individual [...]
Contact Us
Our experience and expertise can help you customize a plan for retirement, make sure you have enough income to last you for the rest of your life, minimize unnecessary risks, and leave behind a 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:
800 Hingham St,
Rockland, MA 02370
Our Email:
Our Phone:
Office: (781) 871-8800
Cell: (781) 690-3975
