Company Values
“We make a Living by what we get, but we make a Life by what we give”
-Winston Churchill
Community Service
Our firm strives to make a difference in the community by volunteering our time and/or by donating a percentage of our income to the following local and national organizations.
Fiduciary Responsibility
Retirement Planning Solutions promises the highest standard of care in protecting and promoting the interests of our clients, and will provide a written disclosure containing any conflicts of interest that may compromise their impartiality or independence. As fiduciaries, we shall not accept any referral fees or compensation that is contingent upon the purchase or sale of any financial product. Period.
Objectivity
Retirement Planning Solutions shall provide advice that is objective and in the best interest of the client and without any conflicts of interest.
Confidentiality
Retirement Planning Solutions shall maintain and safeguard all confidential client information in accordance with applicable laws.
Regulatory Compliance
Retirement Planning Solutions shall comply fully with appropriate laws and internal regulations.
Unbiased Advise
The nature of fee only compensation precludes conflicts of interests that taint the advice of brokerage houses, insurance companies and other pension providers with commission based or revenue sharing business models.