Founded in 1993,
Retirement Services Group Specializes in
for Individuals and Small Businesses
We work with individuals and companies to better service retirement needs, tailoring investment strategies to future financial goals. Our driving purpose is to advise clients such that their lifelong investments accrue to a meaningful legacy.
We accomplish this by following a steady and clear-minded progression of financial advice. We identify our client’s goals, enact a plan to pursue those goals, and select investment vehicles that will best effectuate this plan. It is our firm’s philosophy that client portfolios be dictated by client goals, rather than by an economic or market outlook. We are motivated by the wealth that is attained from long-term investing.
Plan Sponsor Services
Plan Consultation & Design
Plan Vendor Consultation
Investment Policy Statement Development & Monitoring
Fund Menu Design
Plan Participant Services
New Employee Enrollment
Ongoing Educational Meetings
One-to-One Participant Consultation Meetings
Asset Allocation Modeling
Individual Retirement Services
Portfolio Construction & Management
Accumulation & Distribution
Consultation on Life Insurance - What Variety and How Much
Health Insurance Plans Through our Partner, Terrill Insurance Solutions
“The best way to measure your investing success is not by whether you’re beating the market, but by whether you’ve put in place a financial plan and a behavioural discipline that are likely to get you where you want to go.”
Benjamin Graham (1949)
Connect with Retirement Services Group on LinkedIn!
Follow us on LinkedIn, and keep up-to-date on retirement industry news, as well as on the evolving government regulations and tax policies that impact your investments. Our team of financial experts is always enthusiastic about opportunities to connect with cherished clients and new prospects.