Legal Notes

DISCLAIMER: Retirement Planning Solutions, LLC is a Registered Investment Advisory firm registered with the State of Wisconsin. This website is for information purposes only, and does not constitute a complete description of our services or performance. The information contained in this website is not a solicitation to sell securities or investment advisory services where such an offer would not be legal. Information on this site, whether charts, articles, research papers or any statement regarding market or other financial information is obtained from sources we believe to be reliable. Finally, past performance is not a guarantee of future performance.

Form ADV, Part II disclosure document is always available upon request.

PRIVACY: Retirement Planning Solutions, LLC, a Registered Investment Advisory firm, is committed to safeguarding the confidential information of its clients. We hold all personal information provided to our firm in the strictest confidence. These records include all personal information that we collect from you in connection with any of the services we provide. We do not provide any of your information to mailing list vendors or solicitors for any reason. We will never disclose information to nonaffiliated third parties, unless required by law.