We Hold Hands

To guide you toward protecting
and preserving your individual, family
and business assets, interests and legacy.

Initial Consultations Are Complimentary

It’s important from the outset that
you feel comfortable and connected to us.
Come in, say “hi”, meet us, and let’s see if we can help you.

Comprehensive Services All Under One Roof

Helping you create a balanced
and integrated financial, retirement and estate plan,
as well as probate services and administration.

DO YOU HAVE THE FOUR CRITICAL LEGAL DOCUMENTS EVERYONE NEEDS WHILE ALIVE?

Knowing what documents you need and what they do is confusing. We’ll explain it all to you and help you decide the answers to questions like: 1) If you’re unable to make healthcare, financial or legal decisions for yourself while alive, who will make them for you?

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WILLS ARE ESSENTIAL, BUT DO YOU NEED A TRUST? NOT EVERYONE DOES.

Knowing where to start is daunting. We’ll help you figure it out and understand it. Have you decided who will get your assets, how they will get them and when? Who will you leave in charge of distributing you assets, and over what period of time?

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WHO’S COUNSELING AND ADVISING YOU, TO HELP ENSURE YOU DON’T MAKE COSTLY MISTAKES?

Having professionals that are truly invested in and care about you, your family, your assets and legacy, will make an astonishing difference in the success of any plan you create. Who has your best interests at heart as their priority? We do.

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OUR TEAM WORKING TOGETHER TO HELP YOU.

Have you felt a personal touch and level of care and concern as though family were helping you? You will with us. We’ll embrace you from the start, like family. We’ll discuss your life plan, and make sure your estate plan is in sync, while always being here for you.

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Welcome to Retirement Planning Solutions Consulting Group

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money.

We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.

We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit.

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    Analyzing Your Situation

    Our initial consultations are complimentary. We need to get to know you. You need to like and trust us. And we can’t do that in a rushed or sterile environment. Our offices feel like home. You won’t sit on the other side of a desk. You’ll enjoy coffee or tea and a biscotti or cookie, while having a conversation sitting on a leather sofa.

    Taking Steps Forward

    After meeting initially, if we both determine working together would be a good fit, we will provide you with a clear vision and direction. We have a proven, structured process, that will gently ease you into planning or through probate.

    Peace-Of-Mind

    You will finally have a team on your side that knows you, cares about you and your situation and also knows what they are talking about. You can ask questions and we will answer them. So many clients tell us that their advisors, financial and legal, either don’t answer their questions or don’t know the answers

    Our Clients Say

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