Individuals & Business Owners

Individuals & Couples

Small Business Owners

Industry Specific Professionals

Employers & Employees

We offer our resources and services to people in all walks of life: individuals, couples, families, employers and advisors/CPAs and other financial professionals.

Our typical “full retirement service” clients are people getting ready to retire (aged 55-70). However, we do offer retirement planning advice for people of any age, as well as those who are already retired.

We offer the most help to those who:

  • Appreciate the value of an actual advisor (vs. a computer program/robo-advisor)
  • Prefer to have an expert help them with their financial and retirement planning so they can focus on other priorities.
  • Are concerned about protection strategies and leaving a legacy for their family.
  • Are open minded to the new strategies for securing an income for life.
  • Want a partner who acts in your best interest as a financial advocate vs. a salesperson selling you an investment product.
  • Appreciates the convenience of one stop retirement services

For employers we offer a full suite workplace solutions focused on financial wellness and retirement planning. We provide on-site education and guidance, access to our e-class platform and 401k advice: https://retirementsolved.io/employers/

For advisors, CPAs and other financial professionals who want to join our mission of making reliable retirement advice affordable and accessible to the masses, we offer the Retirement Solved platform. Retirement Solved can help expand your local services to anyone who wants to plan a better retirement with your help. Learn more

Pre-Retirement (ages 25-50) Accumulation Phase

Getting Ready to Retire
(ages 50-65)

Re-Allocation Phase

Retired (65+) – Distribution Phase

Retirement planning strategies differ depending upon your age. When you work with a Retirement Solved affiliated advisor he/she will determine the best practices for your plan, depending on how many years you have til retirement.

In the Pre-Retirement or Accumulation phase, your focus will be on saving as much as possible and investing as aggressively as possible. Time is on your side with the effect of compounding interest. We can also help you with budgeting and life planning.  The sooner you start, the better off you’ll be. Getting the right help is an investment that more than pays for itself.

In the Getting Ready to Retire or Re-Allocation phase, we’ll help you take inventory of what you’ve got, what you might need in retirement and determine the gap, and figure out a plan to close the gap. We’ll also take a look at your risk tolerance and adjust the allocation of your portfolio as necessary.

In Retirement or the Distribution phase, we make sure to properly manage your risks, maximize your income distribution in the most tax efficient manner, create a budget and plan to make your income last throughout retirement and shore up your estate plan .

Regardless of whether you use our services (or the amount of money you have saved), you’re free to use our Learning Center and Retirement Solved educational classes/e-classes.

Learn more about our unconventional approach to retirement planning