Kevin Delaney leverages his extensive expertise to provide tailored, client-focused retirement planning and wealth management solutions, as Vice President of Business Development and Relationship Manager at Retirement Solution Group. With extensive experience in investment options, tax planning, and risk management, along with key industry certifications and licenses, he empowers individuals to navigate retirement with confidence. His consultative approach ensures clients receive personalized strategies that align with their unique financial goals, fostering trust and long-term financial security.
Christie Cheng, a skilled financial professional at Retirement Solution Group, specializes in employee education, delivering dynamic workshops and personalized guidance on retirement planning topics like 401(k) rollovers, Social Security optimization, and tax-efficient strategies. Her client-focused expertise empowers employees and pre-retirees to confidently craft personalized paths to long-term financial security.
George H. George, of Alliant Insurance Services, helps HR and Finance leaders at companies with 1–200 employees take back control of their benefits spend — without cutting coverage, switching carriers mid-year, or disrupting open enrollment..