Our Financial Planning Process

Client Centered

At Retirement Planning Specialists, we believe that a solid relationship is founded on trust. We are Registered Investment Advisors through LaSalle St. Investment Advisors (LSIA), regulated by the Securities and Exchange Commission (SEC). Our firm has a fiduciary duty to act in the best interests of our clients. As a fiduciary, it's not about selling a product or earning a commission, it's about the long-term relationship.

RPS is committed to providing diversified investment solutions as part of a financial planning process, which is a key component in guiding our clients to realize their goals, from today through their retirement. We believe an essential factor in retirement planning is proper asset allocation. Our portfolios are designed with low volatility and a predictable income stream in mind. By focusing on mitigating losses in weaker markets and capturing gains in stronger markets, our goal is to provide the highest probability for success in our clients' portfolios.

Striking that perfect balance among the need for low volatility, consistent cash flow and total risk-adjusted return requires vigilant monitoring of the economy and markets in addition to the client's individual goals and objectives. We offer financial plans and investment strategies geared toward preparing individuals for retirement, in an effort to provide financial security throughout the rest of their lives.