Retirement Solved Advisor Solutions

TEACHING OLD(er) DOGS NEW TRICKS

Take Your Business to New Levels

Retirement Solved’s Retirement Solved approach gives advisors like you a complete system for taking your business to new levels.

Retirement Solved is a complete turn-key outcome-based retirement planning system. When you plug into the system, you have access to:

  • A multi-step client meeting process
  • Centralized planning
  • Alpha Efficient Retirement Strategies
  • Technology driven analysis
  • YRA portfolios
  • Central marketing
  • Coaching/training

The benefits of integrating Retirement Solved into your practice include:

  • Access to retirement planning marketplace
  • Create a sustainable and dependable business model
  • Centralized planning/done for you plans
  • Focus on building client relationships and not the minutia of creating plans, doing marketing, learning new processes, software, etc.
  • Minimal investment of time and resources
  • Increase revenues
  • Don’t worry about DOL compliance…we’ve got your back
  • Systemize your client meeting process
  • Learn new retirement focused strategies
  • Brand yourself a retirement and income specialist with Retirement Solved approach (strategy first)
  • Access to results of software without having to learn it
  • Access to powerful proprietary software for data driven analysis and income plans (if desired)
  • Transition from talking about products to talking about outcomes
  • Become referrable because you’re having conversations that clients haven’t heard before
  • Additional revenue from risk management strategies
  • Increase value of your practice before retirement
  • Choice of integration into your existing practice
  • Have a virtual partner (and network of other YRS advisors to associate with)
  • Improve your personal development (RMA designation)
  • Market YRS e-classes and Learning Center for client education

The profession is changing…are you?

Retirement Solved is not for everyone, but it is for anyone who wants to breath new life into an existing practice or open a new practice in a new location. As we like to say, we’re building a network of old dogs with new tricks!

We are only accepting a select group of advisors into the network.  Acceptance will be based on a number of factors and may include:

  • desire to grow practice
  • desire to follow the program as outlined
  • current retirement designation/desire to attain designation
  • client focused/commitment to serving the best interest of clients
  • open to new ways of thinking and strategies
  • understand value of marketing and willingness to invest in marketing
  • interested in being part of a team

So if you’re ready to learn new tricks, complete the form below to take the first step, email us at: info@yourretirementadvisor.com or call us at 508.798.5115.

The industry is changing, don’t get left behind. Become a Retirement Solved affiliate…we’ll do more to help your practice grow more. Complete the form below for more information.






    The World’s Smartest Retirement
    Approach can be offered byYou

    to Empower your Employees

    couple laying in bed of pickup truck

    “Studies have proven that providing quality workplace financial programs improve employees’ personal financial behaviors and increase employer profits. An employer who invests in quality financial educations often sees these, and many more, benefits:

    • Less work-time spent on personal finances
    • Less absenteeism
    • Reduced turnover
    • Improvements in job performance
    • Lower health care costs

    Step 1. EDUCATION...Onsite Lunch-n-Learn Workhops to help your employees know more

    In our Retirement Solved approach, we’re your employee’s retirement educator first and foremost. We’re on a mission to improve financial and retirement literacy while helping people plan for better retirement outcomes. Education is the foundation of everything we do. We truly believe knowledge is power and knowing more means having more. We offer a large number of complimentary onsite Lunch-n-Learn workshops on a variety of retirement and financial topics. We include a complimentary 1-on-1 assessment with every employee who attends our workshops. We also offer on demand workshops in our Learning Center.

    Lunch-n-Learn Workshop Most Popular Topics:

    • Options for a quality retirement
    • Long term care
    • Financial blunders and how to avoid them
    • Fiscally fit

    Other topics:

    Asset Allocation & Modern Portfolio Theory
    College Planning
    Estate Planning
    First time home buyers
    Getting your financial house in order
    Social security explained
    Is a roth IRA right for you
    ID theft
    Investing basics for women
    Investment concerns in a fragile market
    How to increase your health and wellness
    Legal lessons for life
    Maximizing the right mortgage strategies in today’s market
    Life insurance and you
    Taking control of your cash – eliminating debt
    Refinancing your mortgage 101
    How to buy foreclosures & short sales
    Strategies for a sustainable income in retirement
    Stress & your health
    Real money – real estate
    Tax planning
    The US housing cisis
    Understanding 401k rollovers
    Understanding critical disability issues
    Women approaching retirement and beyond
    You and your credit score

    “Analysis consists of looking at the same thing as everyone else and thinking something different.”

    Step 2. ANALYSIS & ASSESSMENTS...to help your employees get more

    Everyone who participates in our on-site or on-demand workshops is offered a complimentary 1-on-1 assessment.

    Many employees are really confused when it comes to figuring out “how much” and “how to”. In this 2nd step of our approach, we use data-driven analysis to discover if employees have enough of the “right stuff” in their retirement plan.

    IS MY 401(k) OKAY?

    The personalized 401(k) assessment provides a comprehensive review and answers the following questions for an employee:

    • Are you putting enough away?
    • Do you have the right investments?
    • Do you have proper allocations?
    • What re-allocations do we recommend?
    • What is the best withdrawal strategy to minimize tax effect?

    “There is no success without action.”

    Step 3 - STRATEGY...to help your employees keep more

    After the complimentary assessment with one of our affiliated advisors, employees can choose to continue the process. Additional analyses (including income/Social Security optimization, portfolio and tax analysis) are completed. Based on this information, we build a customized plan using our Retire R.I.T.E. strategy. The number one goal of the 3rd step in our approach is to give employees the best possible “sustainable” retirement outcome.  In this process, we’re a bit like mad scientists, experimenting with the data and math to come up with just the right “keep more” formula. The strategy has such a powerful impact that it can extend the life of a portfolio by 10 or more years.

    “If you know you’re on the right track, if you have this inner knowledge, then nobody can derail your plans.”

    Step 4 - DEPLOY...to help your employees have more

    In the final step of our process we turn knowledge, analysis and strategy into action by guiding employees to proper conclusions and overseeing the implementation and ongoing review of their plan. For a low monthly fee, we’ll oversee your 401(k) plan: analysis, investment allocation and a bi-annual review, as well as the other components of an overall retirement plan.

    All of our “guides” are carefully vetted and trained as “hybrid” retirement specialists which means they are licensed to implement balanced, objective plans with a proper mix of investments AND insurance solutions. We believe that extremist views can sabotage a retirement…while this “Middle Way” leads to wisdom and to having more in retirement. We are committed to putting your employee’s best interests above all else. We are very proud of our fiduciary responsibility and the process we have to ensure it’s always followed. We are also proud to be independent and product agnostic which means we can offer the best solutions for each person’s goals.

    Bring Retirement Solved to Your Company

    “I told my investment advisor I was planning to retire in two years and all he said was, ‘Good.’ 

    I attended a Retirement Solved workshop at my office, had an assessment of my 401(k) plan and spent another 8 hours with a retirement specialist outlining my entire retirement plan. Now I have the knowledge and confidence to retire in 2 years. This is a heck of a lot better than ‘good’!”  — Gary

    white hair senior adult with mustache looking at you smiling and satisfactorily with his glasses wearing dark blue suit

    We offer our Retirement Solved Approach
    for all Phases of Retirement Planning:

    business dog with briefcase and pencil in mouth

    Pre-Retirement (ages 35-50)

    dog behind a desk with glasses on with a pencil in his mouth

    Getting Ready
    to Retire (ages 50-65)

    dog on a beach chair with sunglasses on

    Retired (ages 65+)

    We help your employees through three stages or retirement preparedness. Typically, we work with people in pre-retirement (ages 35-50), people getting ready to retire (ages 50-65) and those making the transition to and living in retirement (ages 65 and up).

    For those nearing retirement, we offer a variety of important services to support the transition from accumulation of income to proper tax efficient income distribution. Unlike many other advisors, we focus your withdrawal strategy on minimizing taxes to as close to zero as possible.  We also help people maximize their Social Security benefits and minimizing how much these benefits are taxed. Regardless of the stage your employees are in, Retirement Solved is best positioned to help your employees prepare and prosper in retirement.

    Bring Retirement Solved to Your Company

    Learn about Retirement Solved for Individuals and Couples Here.

    Request a Free Assessment

    Step 1
    EducationKnow More

    Step 2
    AnalysisGet More

    Step 3
    StrategyKeep More

    Step 4
    GuidanceHave More

    We Know Retirement

    Ask Us Now

    Retirement Happens…
    Are You Ready?

    Retirement Readiness Kit

    Download this valuable free kit and make sure you’re ready.





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