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Founded in 1993,

Retirement Services Group Specializes in

Retirement Investing

for Individuals and Small Businesses

Introducing Our

Financial Practice

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.

Our Services

01.

Plan Sponsor Services

  • Plan Consultation & Design

  • Plan Vendor Consultation

  • Investment Policy Statement Development & Monitoring

  • Fund Menu Design

02.

Plan Participant Services

  • New Employee Enrollment

  • Ongoing Educational Meetings

  • One-to-One Participant Consultation Meetings

  • Asset Allocation Modeling

03.

Individual Retirement Services

  • Portfolio Construction & Management

  • Investment Allocation

  • Accumulation & Distribution

  • Estate Planning

04.

Insurance Services

Our Partners

“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.

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