We have many years of experience in servicing a broad array of individual accounts - from tax-advantaged retirement accounts, to college education funds, to estate and legacy accounts, to the full scope of life insurance products.
Portfolio Construction & Management
We understand the value of fostering an active relationship with the client. In becoming personally acquainted with your long-term desires, we can construct investment advice that caters specifically to your goals, helping you to achieve the type of retirement lifestyle that you most desire.
Though financial goals may remain constant, your posture towards those goals changes as time horizons and tax circumstances shift. We at Retirement Services Group work attentively to ensure that your investments are allocated to your maximum benefit, in all of life's stages.
Accumulation & Distribution
These periods represent distinct phases of one's investing lifetime, and as such demand separate allocation strategies. Our goal is to ensure that you never run out of money in retirement, and beyond this: that your assets continue to accumulate growth, even as you draw a retirement income.
Our team of experts is well-equipped to answer your life insurance questions - what variety of insurance is appropriate, how much insurance is necessary, how such considerations fit alongside your broader financial situation, and how this advice ought to change as your time horizons shift.