You’re Unique.

Your retirement strategy should be, too.

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We take all of your needs into account to help you plan for the future you want.

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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 expertise is paramount to the financial health and well-being of one’s retirement. In “Return on Investment or Reliability of Income?” Alan proposes new concepts that are often missed by traditional financial professionals. With a focus on retirement planning, 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, Alan lays out your options.

Tim & Suzi

When asked what problem(s) they were trying to solve by working with us, Tim & Suzi said:
“Attentive, focused, attuned to our concerns, peasant. Eager to take the time necessary for thorough understanding.” “The ability and
desire to provide the clarification we need without being rushed. The usual attention to detail. Their ability to step back to see a clients
different need or perspective.”
Tim and Suzi are investment advisory and insurance services clients who have not been compensated for this statement. 2.10.22

Ken Anderson

When asked how our firm has exceeded expectations, Ken Anderson stated:
“Listen intently, follow our plan, and frequently meet.”
Ken Anderson is an investment advisory and insurance client and has not been compensated for this statement. 2.10.22

Thomas B.

When asked how we have exceeded their expectations, and the main reason for working with our firm, Thomas B. stated:
“Very engaging and competent.” “RSG has been very helpful in planning our retirement and truly seem to care about us as clients and people.” “RSG provides a menu of services that addresses needs across age groups and financial platforms.” “The entire RSG staff show a level of engagement and customer service that I have rarely encountered in business.”
Thomas B is an investment advisory and insurance client and has not been compensated for this statement. May not be representative of all client’s experience. 2.10.22

Michael

When asked the main reason for working with our firm, Michael stated:
“Good balance between our advisors.”
Michael is an investment advisory and insurance client and has not been compensated for this statement. 2.10.22

Lee & Cheryl Simkins

“Alan is very knowledgeable in the products that he recommends. Someone has gotten back with answers to questions I have, in a timely manner. The organization has full service financial options all under one roof."
Lee & Cheryl Simkins are investment advisory and insurance services clients who have not been compensated for this statement. May not be representative of all client’s experience. 2.10.22

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Get Started In

3 Easy Steps

discover

Schedule a complimentary visit to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using the Round Table Retirement™ process, we’ll examine your current financial situation and determine your retirement needs.

plan

Receive a custom strategy to help you reach your unique retirement goals.

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THE RETIREMENT SOLUTIONS

GROUP PHILOSOPHY

Experience the Difference: What is an Independent Financial Advisor

1

Our Financial Advisors

Must disclose any potential conflict of interest

We seek the best execution of client securities transactions and provide to you any financial incentives we may receive from the investment products being recommended.

2

Our Financial Advisors

Are required by law to work in your best interest

We will continually monitor and provide advice during the duration of the client-advisory relationship.

3

Our Independent Advisors

Are not bound to any specific institution or product

We offer a wide array of investment services that allows us to find the best options to fit your financial needs.

Watch Our Story We specialize in bridging the gap between planning for retirement and actually retiring.