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.
Flat fee. Bold life.
What sets us apart? Most advisors earn more when your portfolio grows.
We charge the same whether you're in Hawaii or on your couch.
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VS
One flat fee.
$700/month.
✓We don't profit from your sacrifice.
✓We help you spend it confidently
✓$700/month regardless of portfolio size
20-Year Cost
$168,000
Fee-based advisor
1% of your assets.
Growing YoY.
✕Starts at $450/month - increasing every year
✕The amount you pay increases as your portfolio grows
✕You pay more as your assets grow
20-Year Cost (at 8% growth*)
$219,451
Your assets
$500,000
That's $51,451 back in your pocket over 20 years
One flat fee. No surprises.
*Calculations assume 8% annual market growth - a conservative long-term estimate based on historical S&P 500 returns.
The best years of your life, defined by you.
We surveyed our clients to find out what they're actually dreaming about. This is what they told us, and what we show up every day to help them achieve.
68%
Dream of international travel
58%
Want to visit family more
53%
Plan to give more to charity
64%
Want to renovate their home
54%
Want to pay for family vacations
68%
Dream of international travel
58%
Want to visit family more
53%
Plan to give more to charity
64%
Want to renovate their home
54%
Want to pay for family vacations
Take that trip. Fly first class. Gift to the kids. Get after that hobby you've been putting off - live your life, boldly!
What's Your Number?
We look at all of your assets, forecast taxes and inflation, and provide you with a plan through age 100 to tell you how much you can spend every month of every year in your retirement.
See how we get thereReal people. Bold lives.
We appreciate TRS taking care of our retirement plan. We trust the decisions that are made on our behalf. We look forward to another year of stress-free retirement.
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.
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 received.
Built on doing right by you.
Founded in 2003 by Jim Black on the principle that doing the right thing for the client is always the right thing to do.
100% Money-Back Guarantee
Not satisfied within 12 months? Full refund on service fees. No questions asked.
See The TermsBBB A+ Rated
Rated by the Better Business Bureau, an independent third-party organization. TRS has not paid the BBB, directly or indirectly, in connection with this rating.
View BBB ProfileCommon questions, answered
How much does the consultation cost?
The first conversation is complimentary. We won't ask for a credit card, won't take any of your assets under management on the call, and won't pressure you to commit to anything.
What's TRS's flat fee?
$700 per month, the same whether your portfolio is $500K or $5M. There's no AUM percentage, no commission, and no hidden fee. You can cancel any time within the first 12 months for a full refund.
What does "fiduciary duty" actually mean?
It means TRS is legally required to act in your best interest at all times, not the interest of an insurance company, a broker, or a fund manager.
What happens after the consultation?
You leave with a high-level view of your situation and a clear sense of whether a full plan is worth pursuing. If yes, we walk you through engagement; if not, we shake hands and you take what you've learned.
Most people hope for retirement.We help you build it.
Schedule a complimentary consultation with one of our planners.
No pressure, no obligation - just an honest conversation about your retirement.