Gilbert, AZ Office

The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to individuals, trusts, estates, pension and profit‑sharing plans, charitable organizations, and corporations. Its service menu includes one‑time and ongoing financial planning, discretionary and non‑discretionary portfolio management, and coordination of estate‑planning matters through third‑party platforms.

Portfolios are constructed using model allocations tailored to documented client objectives and risk‑tolerance profiles, with at least quarterly reviews and adjustments for strategic asset allocation and tax considerations. The firm has added tax‑aware capabilities, including direct indexing and tax‑loss harvesting, and offers access to third‑party options‑based strategies where TRS provides due diligence and oversight while the platform executes trades.

Compared with many team firms, TRS generally charges fixed, negotiated advisory fees rather than relying on percentage‑of‑assets billing and integrates estate‑planning coordination (via Wealth.com), direct‑indexing tax services, and third‑party options programs (Zega) into its advisory lineup. Advisors at the firm are also licensed to sell insurance and may receive commissions for insurance product sales, and the firm distributes periodic client newsletters.