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About Us

The Retirement Solution was founded in 2007 with the principle that doing the right thing for the client is always the right thing to do. We are fiduciaries, which means that we act in the client’s best interest in all situations.


What Our Clients Say

“If we hadn’t met with The Retirement Solution, my husband would still be working. Instead, we took 10 vacations this year! They’ve made everything so easy for us.”

Laurette B.

Current Client, Uncompensated

“The most valuable service is to help me live the best I can, and realize my legacy desires in the best way possible, given my situation approaching retirement.”

Doug F.

Current Client, Uncompensated

“We both feel that the services you provide is the most important in our retirement years. If anything, don’t change. When you don’t need to worry about finances that’s a huge lift of not worrying about your retirement finances. My wife and I both worked a lot of hours through the years, it’s really comforting to know that we both can trust your services.”

Roger and Kathy Fujita

Current Client, Uncompensated

The testimonials were provided by current clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance, success, or similar services.

Our clients benefit from an array of services including…

Retirement University

Here at The Retirement Solution, we work to inform and educate retirees and pre-retirees on the challenging aspects of transitioning from working and earning a paycheck, to spending and enjoying your retirement. That’s why we developed Retirement University. We have developed virtual courses to answer some of the frequently asked questions we hear from clients. In these courses you will learn:

Considerations For When To Take Social Security

How To Lower Taxes In Retirement

Managing RMD's


Planning To Leave Inheritance

Protecting Assets After Death


Avoiding Probate

If you have questions about retirement, we are here to help. If you aren’t ready to meet with a planner, Retirement University may be for you.

Free Resources To Help Your Plan Your Retirement

We want everyone to be successful in retirement, whether you become a client or not. That is why we offer free resources for the do-it-yourselfer to be successful.


We offer free hands-on, interactive educational workshops for retirees and pre-retirees to help prepare for a successful retirement.


Providing for family, spending time with grandkids, traveling. You shouldn’t be wasting your golden years worrying about electric bills or the balance of your checking account. We’ve helped hundreds of people retire confidently and we can’t wait to do the same for you.

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