How does it feel to be a client?
It feels like living boldly.
You've done the hard part. You saved, you planned, you got here. Our job is to make sure you get to enjoy what you spent a lifetime building.
We handle the details so you don't have to think about them. And when something comes up, because something always does, you've got a real person who knows your name and knows your plan.
Here's what that looks like day to day
Your income shows up every month.
Same as last month. Same as next month.
You have a dedicated pod.
A small team that knows you, not a call center.
When the market drops and the news gets loud.
You already know where you stand.
We tackle the big stuff along the way.
Taxes, Medicare, estate planning, Social Security. Nothing falls through the cracks.
Once a year we sit down together.
To make sure your plan still fits your life.
When something changes.
A health event, a big decision, a question you can't shake. You have someone to call who actually picks up.
Our Client Community
Being a TRS client isn't just about having a financial plan. It's about having people in your corner.
We bring our clients together throughout the year. Game days, golf outings, paint and sip nights, educational events, birthday celebrations, charity events. In retirement, the people around you matter as much as the plan.
And beyond the events, we're here for the real stuff too. The questions you didn't know to ask. The changes you didn't see coming. The moments where you just need someone to pick up the phone.
You spent decades building
your retirement.
We're here to make sure you
enjoy it.
Meet your pod.
Many firms force a trade-off: a big firm with deep resources but you're a number, or a boutique that knows your name but lacks the bench. We do both.
Every TRS client is matched with a pod of four people: a lead planner, an associate planner, a service specialist, and an operations contact. They're your team. They know your plan, your kids' names, and where you're planning to retire.
When you call us, you'll never get rerouted to someone you've never spoken to. You'll talk to your people. Every time.
The people who'll show up.
Meet our team. Click on any of them to read their story. These are the planners, advisors, and operations specialists who make TRS run.
Built on doing right by you.
The Retirement Solution was born from a simple frustration: our founder, Jim Black, spent years watching the industry put profit ahead of people. In 2003, he built a firm that would actually do what it promised - where every decision starts with what's best for the client. Over two decades later, that principle hasn't moved an inch.
It's why clients join us and stay for life. We believe you can do well by doing good - that our success only means something when it's built on yours.
Watch the video to see Jim tell the story in his own words.
100% Money-Back Guarantee
We’re confident in the value and results of our services, and we want you to be just as confident in choosing us. That’s why we offer a 100% Money-Back Guarantee on all service fees for up to one full year.
If you’re not completely satisfied with our services for any reason, simply let us know within 12 months of signing up, and we’ll refund 100% of the service fees you’ve paid, no questions asked, and no hassle.
Your satisfaction is our priority. Experience our service risk-free.
Disclosures
While our 100% Money-Back Guarantee applies to all service fees paid to us, there may be other fees and costs that are not refundable, including but not limited to fees charged by third parties such as custodians, investment providers, or insurance companies.
Clients are only responsible for our agreed-upon monthly service fee. However, during the planning process, certain recommended strategies may involve investments or insurance products that could carry surrender charges or other penalties if liquidated early. Clients are under no obligation to proceed with these recommendations or to make any changes to their existing investments should they choose not to continue working with TRS.
All investment decisions remain at the discretion of the client.
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.