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.
Client stories.
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.
I love Matt Perrone who has been my financial advisor for several years now. He is very personable, friendly, and positive and I wholeheartedly trust him.
We've always enjoyed our meetings with Kyle Nelson and Tom Black.
We are very happy with Cindy and look forward to our annual meetings.
We look forward to our annual review because there is always something new we can learn. Jared Black never rushes thru the meeting and will take all the time in the world to answer any and all questions.
Shane Perry and his team are amazing! They consistently listen and respond to our questions as well as keeping us informed of the status of our investments.
Matt, Travis, and team are THE Best. Couldn't be happier.
Our team at TRS continually reinsure us that our plan is solid during these volatile times in the market. As a client, we appreciate that.
Matt is great to work with, and is quick to respond when we have questions.
We have been clients of TRS for many years and continue to be very happy with the service we have received. The confidence we have in Cindy Mueller has especially kept us with TRS.
TRS stays up to date on current economic changes and provides advise and updates on new investment options.
We both feel that the services you provide is the most important in our retirement years. When you don't need to worry about finances that's a huge lift.
Only positive dealings with all staff of TRS!
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.
Case studies
Two deeper looks at how clients planned through specific retirement decisions with our team. PDF downloads.
Case study · PDF
Married couple lower their tax burden and keep their vacation home
How careful tax planning let a married couple in their early 60s reduce their lifetime tax bill while keeping the second home they didn't want to sell.
Download PDFCase study · PDF
Single woman retiring thanks to informed decision-making and help from TRS
How a single woman in her late 50s built the income plan and confidence to retire on her own terms, and what she'd tell her younger self.
Download PDF