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 retirement plans, and also offers consulting on life insurance products. The firm serves both individual investors and pension/profit‑sharing plan clients. Services are delivered on a non‑discretionary basis — the brochure reports $0 discretionary and approximately $83,547,481 in non‑discretionary assets under management as of December 31, 2025 — and investment recommendations are communicated to clients prior to any transactions. The firm’s process relies on fundamental analysis and favors diversified, long‑term strategies using mutual funds, ETFs, fixed‑income investments and occasional individual securities, with Charles Schwab suggested as the custodial platform. The principal is a licensed CPA who operates a separate consulting business that captures ongoing service commissions on previously sold insurance products and assists with retirement plan tax forms and trust balancing, and the firm also provides pension consulting and plan administration services. The combination of substantial non‑discretionary pension assets, pension consulting/third‑party plan administration, and the principal’s accounting and insurance consulting activities is atypical for a solo independent advisory firm.
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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