Direct Retirement Solutions Competitors

100% women owned wealth management firm specializing in helping families and business owners navigate the complexities of life's financial decisions. We are Your Partners in Prosperity. Securities offered through LPL Financial, member FINRA/SIPC. www.finra.org and www.sipc.org. Investment advice offered through Holistic Wealth Advisors, LLC a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Retirement Strategies Group is dedicated to providing comprehensive retirement planning services and solutions in a simple, process-oriented approach. And since we are independent, we are not beholden to any singular program or provider; our job is simply to find the best solutions for our client. Whether you are a large company, a small business, or simply working to save for your own retirement, we offer solutions designed to help you meet your financial goals. We encourage you to learn more about Retirement Strategies Group and how we make retirement simple.

We're more than independent financial advisors, we are your financial guides. Since 1993 we've been cracking the retirement planning code so our clients can have better lives today, and tomorrow. We have a unique vision to be strong guides for our clients, helping them to chart a course through the challenges and opportunities of today. Our company, Innovative Financial Answers, works as an innovative think tank providing ideas and solutions to help navigate planning in today's changing world. As independent financial advisors, we can offer you the entire universe of financial tools available. We can become your personal CFO or quarterback and spearhead your entire investment and estate plan. Our goal in working with you is to provide clarity, insightand action. It's simply not enough today for a financial advisor to be 'competent'. As the world continues to change at a faster and faster pace, good enough just isn't good enough anymore. At Innovative Financial Answers we understand that our role is to bring you the latest thinking, the best products and strategies that fit your personal life goals. That's no easy task in today's environment, but it's one that we relish. Our mission and our commitment to you and every one of our clients is to be a strong financial guide helping you face the challenges and opportunities of 21st century life with confidence. Our credentials include: Manón is a Certified Senior Advisor, a Chartered Senior Financial Planner, and is certified in Long Term Care. Bob is securities licensed, and we both are licensed in the health and life industry. We are members in good standing with the Better Business Bureau, The West Chamber and The National Ethics Bureau.