Founded by Troy Sharpe, CEO of Oak Harvest Financial Group, Retirement in a Nutshell serves as an educational platform and service brand. Its mission is to empower pre-retirees and retirees by providing clear, understandable information through videos, articles, and courses. The company offers a personalized "Retirement in a Nutshell Plan," a customized financial plan designed to help clients achieve their retirement goals with confidence. It operates as the public-facing educational arm of its parent company, Oak Harvest Financial Group, a registered investment advisory firm.

Founded in

United States