About Retirement Solutions, Inc.

Retirement Solutions Inc. specializes in retirement planning, retirement income distribution planning, investment management and wealth management strategies for widows, retired and nearly retired people. We discover what is truly important about money to our clients and how they envision their ideal retirement. Once we have a clear understanding of our client’s priorities and objectives, we at Retirement Solutions, Inc. creates a Personal Financial Plan to help our clients accomplish their goals and continue enjoying the lifestyle they have become accustomed to. Many of our clients may benefit from our retirement planning, retirement income distribution planning and income tax reduction strategies design specifically for those who are transitioning into retirement.

A successful wealth management strategy must also incorporate asset allocation and tax allocation. Whether or not an individual achieves their financial aspirations, we feel depends largely on how they allocate their assets now, which makes it one of the most important decisions that an investor can make. Since our clients have more important things to do than constantly monitor the details of their financial plans, Retirement Solutions simplifies the process by orchestrating the activities of other advisors, including attorneys, accountants, risk managers, bankers and other consultants.

We believe very strongly that this industry requires a team approach. The information to absorb is massive. Certainly you require quick responses to your questions and problems. And only through a dedicated team can the information be absorbed, appropriate recommendations made, and prompt and efficient service given to you. I would like to take this opportunity to introduce you to the members of your team!

My responsibility as your financial advisor is to keep my eye on the markets, your investments, and assist you in reaching your financial goals. Being a trusted advisor, helping you make smart decisions with your money so you can spend your time doing what is really important to you (i.e. spending quality time with your children and grandchildren, traveling, golfing, playing tennis, etc.). I firmly believe in frequent communication between myself and our clients. Perhaps nothing is as important as keeping you apprised of timely and relevant market events. To that end, you may expect to receive periodic updates, newsletters, and various other emails and postal mailings from our office. This is just one more way for me to maintain a standard of excellence for each of our clients.

Ben Potthoff is our Registered Client Service Associate. If you have any questions about your statements, checks, documents, or other correspondence, Ben is the one to call. His office hours are from M-F 7:30 am to 4:30 pm.  

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results.