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 have a fiduciary responsibility, which means that we act in the client’s best interest in all situations.
Testimonials
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
(2/9/2023)
“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
(7/12/2023)
“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
(4/7/2023)
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.
Retirement University is intended for educational purposes and does not constitute the rendering of investment advice or specific recommendations on investment activities and trading. Retirement University is not an actual accredited institution nor is it affiliated or endorsement by the U.S. Government or any governmental agency.
This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individuals situation.
Free Resources To Help Your Plan Your Retirement
Workshops
We offer free hands-on, interactive educational workshops for retirees and pre-retirees to help prepare for a successful retirement.
SCHEDULE A FREE CONSULTATION
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.
Contact Us
888-500-5830
info@theretirementsolution.com
Our Locations
MILL CREEK, WASHINGTON
ENGLEWOOD, COLORADO
KENNEWICK, WASHINGTON
MOUNT VERNON, WASHINGTON