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What We Do

Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy. 

Financial Services

What do we do?

Retirement Resources is a registered investment advisory firm that takes a comprehensive approach to helping you live your retirement dreams.  Whether you are a few years from retirement or currently retired, our goal is to help protect the wealth that you have spent a lifetime accumulating while still being able to draw the income that meets your needs. We look closely at all major aspects of your retirement life from Taxes to Social Security to Estate Planning and design a custom plan that fits your financial goals.

What sets us apart from a “Big Box” financial firm?

We represent you.

As a Registered Investment Advisory firm, we represent YOU, not a broker-dealer or insurance company. We get paid to advise, not to sell.

We save you money.

Through our exclusive channels, YOU gain access to top money managers at the lowest possible cost. Our clients typically save 50 percent on their annual fees.

We protect your retirement dreams.

We utilize strategies designed to protect your money while maximizing your returns. Our goal is to assist you in developing a complete custom plan that addresses all areas of your financial strategy.

We believe client service is our job.

We provide our clients with a client service agreement and ask our clients to hold us accountable. As a VIP client, you will have access to a dedicated client service specialist. We decided long ago that not only was traditional financial planning broken, its service model was, too. At Retirement Resources, you will experience a truly unique and refreshing client-focused approach.

We have a TEAM ready to serve you.

Our team approach provides you with access to multiple advisors. You never have to wait until your advisor gets back in town for an answer or advice. Not only do our advisors rank as some of the best in the country, but we have developed a back office team that is more than willing to serve you.


Please do not put off future planning

Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must beting ot plan for retirement...today.

We want to help. Please contact us by filling out the form below, or by calling us at (877) 732-5751.

We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrows.

Request Customer Care Needs Analysis
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  • By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.