Our Services

One of my clients knew things would change as their company grew but were surprised when they hit the next tier in their previous retirement plan advisor. Their CPA happened to be one of RSG's key partners.  With one quick phone call, we got the ball rolling.  I was able to come through with a plan customized for just for their needs and today continue to make sure it remains aligned as their employees grow.

One of my clients came to Retirement Solution Group after realizing that the plan from their payroll processing company was completely out of touch with what their company and employees needed. I was happy to take the time to find out about their business goals and need in depth and built a plan their employees now rave about.  It simply works better for their company's overall financial health.

Breaking the mold, or being called a breath of fresh air is one of the best compliments I've received.  After one of my clients switched retirement advisors to RSG, they shared that they never felt pushed into one option or a single set solution. Five years later, our role as their co-fiduciary has had serious impact. The plan we built together made their employees happier and have produced better results than the previous plans.

Recently, I was pleasantly introduced to an HR Director from a large New England company who was tasked with finding a reliable partner for their new employee retirement plan.  Taking the time to understand what was most important to the company now as well as learning where they're going was the first step in our meeting.  The result was a partnership that I know will secure a great program for their growing company now and in the future.