Retirement Solutions

Overview

Retirement Solutions is a small, sole-proprietor advisory practice focused on serving individual and family clients, with portfolio management services geared toward individuals and small businesses. The firm operates as an insurance broker in addition to providing advisory services, which shapes its product mix — notably the use of annuities alongside discretionary investment accounts. Fee arrangements include both a percentage-of-AUM component and fixed fees. Retirement Solutions is not an active ESG investor and does not present as a multi-state adviser. Investment activity centers on a traditional balanced approach: the firm reports a preference for fixed-income exposure while maintaining meaningful allocations to exchange-traded equities. Given its client base and asset scale, Retirement Solutions appears to use liquid, easily tradable instruments for core allocations and supplements portfolios with third-party alternative managers in select niche areas.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices