"SET YOUR GOALS WISELY, PURSUE THEM INTELLIGENTLY & YOU WILL MAKE YOUR MARK" R.A.D.

Retire With Confidence

Follow 3 Easy Steps ... Let's Get Started

How Will The New Tax Laws Affect You?

  • How your taxes could be affected by the Trump tax change - today and in retirement.
  • Ways to help ensure your portfolio is as tax efficient as possible.
  • Strategies to discuss with your tax professional to make sure you don't give Uncle Sam a penny more than necessary. 

Planning Your Future

A Rich History with a Fresh Perspective!

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Since 1985, our focus has been to help assist retirees and pre-retirees  in achieving their long-term financial goals.

As times change we continue to have a fresh perspective that keeps looking  to the future and evolving to help meet the needs of our clients. 

Our Approach

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We start by analyzing your current portfolio's ability to help meet your retirement  goals. If necessary, we will recommend an investment strategy designed to help achieve your goals within your risk tolerance.  We will also provide you with a written financial plan that is customized just for you.  

Why Us?

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Our team is comprised of people with different kinds of financial expertise, but we all have this in common--a commitment to ethics and integrity.  You can count on unbiased recommendations and impartial guidance.

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Upcoming interviews will be featured here.

Stay tuned for future dates.

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A proud NEA Member.

“We were recognized in the Englewood Sun newspaper, for two years in a row, as the Best of Englewood for Financial Services, voted on by the local communities. Given the multitude of longstanding financial institutions and services available, we are very excited with this prestigious honor.”

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 “Best Of” is an annual survey conducted by The Englewood Sun.  The winner is chosen from handwritten votes submitted by the subscribers and no specific criteria is utilized to determine the  winner. The majority of voters may not be clients  of Retirement Planning & Investment Solutions LLC. The designation is not representative of any one client’s experience and is not  indicative of future performance. 

Workshops

Managing Health Care Expenses in Retirement

Smart Women, Smart Retirement