Oakwood Lutheran Senior Ministries

Retirement Planning Solutions is an Independent Registered Investment Advisory Firm based in Middleton, WI, specializing in customized portfolio management for middle-income retirees, pre-retirees, and families. Committed to upholding the highest fiduciary standard, they prioritize personalized attention and aim to achieve clients' personal and financial goals through fee-only, commission-free investment strategies. The firm's philosophy revolves around treating every client's account as their own, focusing on maximizing returns while minimizing investment risk. With a dedication to simplifying finances and providing peace of mind through proper portfolio management, Retirement Planning Solutions strives to help clients develop clear goals and plans for financial success.Generated from the website

Retirement Solutions LLC, based in Middleton, WI, is a local financial advisory firm specializing in multi-generational financial planning, including tax and social security planning. Their customized programs are designed to provide trustworthy and high-quality financial advice for accumulating, preserving, and distributing wealth. With a focus on assisting individual investors and their extended families in a comprehensive financial advisory framework, Retirement Solutions differentiates itself through its multi-generational approach and intimate knowledge of clients' unique circumstances. Their site offers educational resources such as videos, articles, and calculators to help clients learn more about financial planning and investment concepts.Generated from the website

Bill McDonald is the Founder and Managing Director of Retirement Planning Solutions. He holds a B.S. from the University of Wisconsin. Bill has been interviewed by national publications such as Money Magazine, Business Week Magazine and The Wall Street Journal. He's participated in national retirement programs sponsored by Kiplinger's Personal Finance Magazine. He holds a Series 7 General Securities Representative License and a Series 66 State Law License with the NASD. He is a member of The Financial Planning Association, The National Association of Personal Financial Advisors, and The National Association for Tax Professionals. He is one of the few investment advisors nationally, who have been selected to work with Dimensional Fund Advisors. Bill has over 20 years of experience in the financial services industry. He worked in the Finance Division with Gillette Company ( Fortune 500 Company ) for more than 10 years where he managed over $400 million. He later worked with Waddell & Reed Financial Services where he received top honors for his work. He also worked with HD Vest Financial Services advising clients with portfolio management. Retirement Planning Solutions is a Registered Investment Advisory Firm that provides investment advisory services to individuals and families. By being Independent and Fee-Only, we separate ourselves from other firms in the industry. Our independent status assures that the advice we provide is always in your best interest. We will never be influenced by commissions, finder's fees or product sales of any kind. Instead, we focus on creating personalized, long-term relationships with our clients. The investment strategies we use are neither speculative nor high-risk. Rather, we adhere to developing and implementing investment strategies with a proven track record, which have provided our clients consistent long-term growth and preservation of principal. Being a Fee-Only Investment Advisory Firm allows us to be 100% objective and totally committed to our clients' well being. Hence, we strive to minimize your costs, and to maximize your account value according to your specific risk tolerance.