Retirement Resources

Retirement Resources was founded on the principal of providing quality investment, retirement, and estate planning services that is consistent with the goals and concerns of our clients. For this to happen, we need to be independent of any brokerage or insurance firms. Our allegiance must be to our clients and not to the firms we represent. Instead we must create strategic alliances with high quality firms that can play an important role in assisting us in helping our clients accomplish what is most important to them. This includes, but is not limited to, legal, accounting, investment management, and insurance firms. We must be prepared to provide service and assistance to families and individuals even before they become clients. Without "service first", trust and confidence will never be established. Without trust and confidence, a firm cannot grow. Today we are a healthy and vibrant firm because of the continuing service and communication we provide for our clients.