Broker Check

Financial Planning

Besides our own experience and knowledge, our team is uniquely able to offer a “total solution” to your planning
needs, as we work closely with advanced professionals in each area of financial planning. This enables us to seamlessly
design, implement, and proactively manage your financial planning on an ongoing basis. Although many of our clients
have existing advisors that are focused specialists, they look to our cross-disciplinary approach to bring together
various components into one coordinated plan.

Estate & Risk Management Planning Strategies

This would include - but is not limited to -distribution strategies, gift and estate tax reduction, intergenerational
planning, comprehensive insurance analysis, survivorship planning, disability planning, and long term care analysis.

Retirement Planning

When can you realistically retire? Will you run out of money too early? Our retirement planning will
address these questions and more to help you create and follow a map towards financial independence.

Employer Benefits Review

We provide a complete analysis of the benefits provided by your employer – such as: stock options, pensions, deferred compensation plans, etc. – and make recommendations on how to maximize these benefits and coordinate them with your other planning

Investment & Tax Reduction Strategies

Our investment philosophy
at Retirement Planning Group consist of three critical components: Prudent investors should be adequately compensated for the level of risk they assume. Prudent investors should be positioned for a high probability of success, relative to their goals. Prudent investors should
not be exposed to potentially avoidable catastrophic risk. Together, we can pursue this through a continuum investment process.

In summary, clients work with Retirement Planning Group to do three things:

1. To offer ideas designed to help grow, protect, and transfer wealth.
2. To coordinate and collaborate with your existing advisors.
3. To act as a catalyst to put your planning in order.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  541-345-7466