A complete list of active advisors currently associated with The Retirement Solutions Group
Warmer can help you find a great advisor at The Retirement Solutions Group or one who fits your needs even better.
The firm provides discretionary and non‑discretionary portfolio management and a range of financial planning services to individual clients, including both high‑net‑worth and non‑high‑net‑worth households. Services described in the brochure include one‑time financial plans, ongoing financial planning and consulting, retirement income planning, estate preservation, and portfolio monitoring. Investment programs are built around each client's stated goals, time horizon, and risk tolerance, using both fundamental and technical analysis and allowing clients to impose written investment restrictions. The firm conducts periodic reviews (at least quarterly), implements portfolio monitoring practices such as automated rebalancing and tax‑loss harvesting, and can operate with discretionary trading authority when authorized. What is distinctive about the firm is that the principal maintains affiliated businesses as an insurance agent and a divorce financial analyst, devoting approximately 10% of their time to those activities and potentially offering insurance products and divorce‑related services for separate compensation. The brochure discloses this arrangement as a potential conflict of interest and notes the firm’s mitigations — including disclosure, fiduciary obligations, and that clients are not required to purchase affiliated products or services — and the principal’s CDFA and CRPC credentials.
To learn more about the advisors currently working at The Retirement Solutions Group, 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.
You can also browse The Retirement Solutions Group's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Travelers Rest, SC
| 4
| |
Travelers Rest, SC
| 27
| |
Wilmette, IL
| 2
|
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