Renee Silver, CF2

About Renee Silver

Renee Silver is the founder and CEO of Income First Retirement Planning where she leads strategy meetings and designs clear, research-driven retirement plans built around principal protection, tax-smart decisions, and dependable income. With a background spanning banking, finance, and real estate, Renee brings a practical, well-rounded perspective to helping clients make confident decisions as they approach and enter retirement.

Renee specializes in rollover planning, income strategy design, and asset transfers—helping clients consolidate accounts efficiently, reduce unnecessary taxes, fees and volatility, and structure retirement cash flow that supports long-term confidence. Her approach is balanced, direct, organized, and client-first, ensuring every recommendation aligns with the client’s goals and timeline.