Who We Are

Retirement Planning Solutions is an Independent Registered Investment Advisory Firm which provides customized portfolio management for middle income retirees, pre-retirees, and families.

What We Do

  • We promise to always put your interests first

  • Your personalized attention is our priority

  • Our focus is on your success

  • We are dedicated to uphold the highest fiduciary standard for you at all times

  • Our investment strategies are designed to achieve personal and financial goals

  • We charge no commissions or sales fees and have no products to sell

Our investment philosophy

… is very simple, “To treat every client’s account as if it were our own.”  We are proud to say that we invest our client’s assets using the same investment strategies, as we use for our own.

Our approach

Our approach is to maximize returns while minimizing investment risk.  In addition, we emphasize tax efficient strategies to help you keep more of your money.

Our job

Our job is to simplify your finances, helping you to develop clear goals and a plan to achieve them.  Peace of Mind comes from knowing that your portfolio is being properly managed.

Ready to get started?

Contact Us