A complete list of active advisors currently associated with Retirement Planning and Management, Inc.
Warmer can help you find a great advisor at Retirement Planning and Management, Inc. or one who fits your needs even better.
Retirement Planning and Management, Inc. provides investment advisory services and third‑party retirement plan administration to individuals, trusts, businesses, estates, and employer‑sponsored retirement plans, and offers consulting on life insurance policies. The firm’s advisory scope includes portfolio construction and retirement plan administration but does not include disability, health, long‑term care, or property/casualty insurance recommendations. The firm relies primarily on fundamental analysis and typically implements diversified portfolios using mutual funds, exchange‑traded funds, fixed‑income instruments and insurance products, and may recommend dollar‑cost averaging or laddered fixed‑income strategies to manage market risk. Accounts are managed on a non‑discretionary basis—clients authorize trades—and as of December 31, 2025 the firm reported approximately $83.5 million in non‑discretionary assets under management and $0 discretionary AUM. Distinctive features include the firm’s combination of pension consulting and third‑party retirement plan administration alongside individual advisory services, and the principal’s active role in related accounting and insurance consulting (the principal holds a CPA license and operates a consulting business that captures ongoing service commissions on previously sold insurance products). The firm provides plan‑level services such as retirement plan tax form preparation and trust balancing and routinely serves pension/profit‑sharing and other institutional retirement plan clients, activities that are less common among similarly sized independent advisers.
To learn more about the advisors currently working at Retirement Planning and Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lakeville, MN
| 8
|
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