As your investment and financial advisor, I promise you that, throughout all of the years we work together, you will never find another investment advisor who will care as much about you and your family. You will not find an advisor who will be more committed to achieving your investment success and financial goals.
As a fee-only advisor, I am a "fiduciary" with respect to your financial affairs. This means I must place your interests ahead of mine when providing advice to you, and that is what we promise to do.
I make no promises of returns. I can't and won't. I do, however, promise you that you will receive outstanding service and that I will work as diligently as I can with the investments that you have entrusted to me. I will treat your account as carefully as if it were my own because I know that your hopes for your family's future are every bit as sacred to you as mine are to me.
I commit to tell you the truth, even when you may not want to hear it. When you ask a question to which I do not know the answer, I promise always to say, "I don't know" and then work to find the answer.
I will never tell you I can do something I can't, nor will I tell you that I am going to do something, and then not do it.
You may encounter advisors "smarter" than I am, and surely you may encounter advisors who charge less than I do. But, you will never find an advisor you can trust more than you can trust me.
If we work together in the spirit of mutual trust, there is nothing that will disrupt our respectful bond. My goal will be to eliminate the worries associated with engaging the services of an advisor, and with decisions being made for your account by me. I encourage my clients not to worry, because in a very real sense that is why you hired me. It is my job to do the professional worrying.
I urge my clients to plan long-term and then stick to the plan. Beyond that, I encourage them to hope and expect that we can work together to accomplish their goals. Our firm is large enough to have the professional resources to provide thoughtful and knowledgeable service, yet small enough to provide the kind of compassionate and caring personal service that we know our clients want and deserve.
 K. Larry Hastie Managing Director |
 R. Griffith McDonald Managing Director |
 Todd Kephart VP and Portfolio Manager |
 John Goff VP and Portfolio Manager |
 Brock E. Hastie VP and Portfolio Manager |
 Karen A. Chapell VP and Portfolio Manager |
 Aaron Tanner Senior Operations Manager |
Retirement Income Solutions, Inc. is an independent Registered Investment Advisor.
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734-769-7727 | 800-360-1953