You’re Unique.
Your retirement strategy should be, too.
We take all of your needs into account to help you create a strategy for the future you want.
Read Alan’s book!
Return on Investment or Reliability of Income?
For those who have worked their entire lives to accumulate assets and see the imminent “finish line” quickly approaching, this book is for you.
Seeking knowledge and experience is paramount to the financial health and well-being of one’s retirement. In “Return on Investment or Reliability of Income?” Alan discusses concepts for those in or nearing retirement. With a focus on retirement strategies, Alan highlights the different elements of risk that both insurance products and the stock market carry, as well as the ways they can act as vehicles for your assets. Both systems may have a role in helping you reach your unique goals, and, in this book, as a Licensed insurance agent and an Investment Advisor Representative, Alan discusses how different products or strategies may fit the unique needs of retirees.
Insurance products are offered through the insurance business Retirement Solutions Group. Retirement Solutions Group is also an investment advisory practice that offers products and services through RSG Investments, LLC. The insurance products offered by Retirement Solutions Group are not subject to investment advisor requirements.
Retirement Solutions Group and RSG Investments, LLC are affiliated but are separate entities.
Get Started In
3 Easy Steps
Schedule a complimentary visit to sit down with us and discover what your ideal retirement looks like.
Using the Round Table Retirement™ process, we’ll examine your current financial situation and determine your retirement needs.
Receive a custom strategy to help you reach your unique retirement goals.