How we can help

Our role is to help clients manage their wealth in a way designed to achieve their financial goals. We work with a wide range of clients and carefully develop an investment approach that meets each of their unique objectives and investment personalities. For many clients and their families, we have become the trusted, one-stop advisor for all their financial planning needs.

We offer guidance on a broad range of financial services:


  • Asset Management
  • Retirement Planning
  • Mutual Funds, ETFs
  • Stock Options
  • 401k Accounts
  • Roth and Traditional IRA Accounts

Comprehensive Approach

You want a single plan that encompasses all of your financial assets and goals, not four or five plans. Why go to a bank to get one set of advice, a broker for stock recommendations, an insurance agent for insurance advice, and a financial planner for retirement planning? Retirement Income Solutions is one resource that can help with it all.

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Retirement Planning

Retirement planning has always been important, but thoughtful planning is even more important today. Why? Because people are retiring earlier and living longer. This puts additional pressure on retirement investing since there are fewer years to build a nest egg and more years to rely on it. The good news is that we can prepare retirement plans and projections that help answer the important questions you have about retirement planning, implementation, and everyday financial decisions.

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Investment Management

Our proactive investment approach includes a core strategy of diversification, combined with both strategic allocations and tactical changes from time to time. We believe that we can reduce risk and/or increase returns for clients over the long term by making tactical shifts in asset allocation, providing balance between growing and preserving wealth.

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University TIAA & Fidelity

Retirement plan assets such as 401k, 403b, 401a and 457b accounts can become a fairly large portion of a family's portfolio. Many university personnel with TIAA, Fidelity or assets held elsewhere have found our monitoring and advice to be an important aspect of managing the family’s total investment assets.

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IRA, Roth IRA, 401k, Trust, Taxable Accounts

Many investors have contributed to Traditional or Roth IRA accounts, have a terminated 401k account, or have saved money in a taxable account. All of these accounts and investments can be managed in a comprehensive way.

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Fees for Services

Retirement Income Solutions is a fee-only advisor, which means we derive no compensation from selling investment products for a commission or fee. Our compensation comes only from our advisory services.

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Managing your

University TIAA
and Fidelity Accounts

Managing your

IRA, Roth IRA, 401k,
Trust and Taxable Accounts