Most people Takota works with have done the right things over time.
They’ve consistently contributed to their employer retirement plan.
They’ve saved when they could.
They’ve tried to be responsible with money.
And yet, when they ask simple questions like “When can I realistically retire?” or “How much can I safely spend each month?”, the answers still feel unclear.
Takota’s role is to fix that.
He helps individuals and families turn scattered retirement accounts, assumptions, and tax rules into a clear, coordinated retirement plan they can understand and rely on.
Instead of leading with products, Takota starts with numbers.
He builds a retirement blueprint that shows:
• when retirement is realistically possible
• how much income can be counted on each month
• how long assets are projected to last
• where unnecessary market or tax risk may exist
• what adjustments actually improve the outcome
Clients often come to Takota feeling unsure or overwhelmed. Not because they’ve done something wrong, but because no one has ever tied everything together clearly. They leave with confidence, clarity, and a plan that finally makes sense.
Takota joined Universal Retirement Leadership in 2018 and was promoted to Regional Director in 2020. He now leads a multi-state team focused on education-first planning, long-term relationships, and helping clients make decisions they feel good about today and years from now.
Outside of work, Takota spends his time with his wife Aubrie, their daughter, and their two labs. As a family, they enjoy being outdoors and spending time together.
Who Takota Is a Good Fit For
Takota works best with people who:
• want clear answers and straight conversations
• care about protecting income as much as growing assets
• want to understand why a strategy works
• prefer a plan built around their life rather than a product
Next Step
If you want to see what your retirement plan looks like when income, timing, taxes, and risk are tied together clearly, you can schedule a conversation below.
CLICK HERE TO SCHEDULE A MEETING
Regional Director
(702) 239-3657 | Takota@uniret.com
