|Retirement Solutions, Inc. is a Financial Planning Firm specializing in Retirement Planning, Risk
Management, Estate Planning, Tax Planning and Distribution Planning for retirement years. We also
advise seniors on the safeguarding of their capital and the preservation of their estate.
We have assembled a team of Certified Public Accountants as well as Tax and Estate Planning
Attorneys to provide our clients ongoing Financial Planning.
Our clients may choose either Fee Based Planning, where all the costs are detailed prior to
engagement or non-fee based, where we are compensated by the companies as detailed in the offering
material that we present to them for their consideration.
Financial Planning is not a one-time decision but rather an ongoing relationship. We are in continued
communication with our clients to answer questions and offer planning advice.
We utilize the latest Advanced Financial Planning software, not available to the public, along with our
expertise to create a client’s Individual Financial Plan. We use a system called ‘Value Based Analysis’
resulting in a Comprehensive Portfolio tailored to our client’s individual objectives.
Our Planners are vastly experienced in all aspects of Retirement and Estate Planning. They hold many
advanced designations as well as the various licenses required to provide these services.
Retirement Solutions, Inc. affiliates are Registered Representatives and are licensed to conduct
Securities offered through Resource Horizons Group, L.L.C., Member FINRA, SIPC.
Advisory services offered through Resource Horizons Investment Advisory.
1350 Church St. Ext NE, Third Floor, Marietta, GA 30060 770-319-1970.
Registered to offer securities in the following states: AL, AZ, CA, CO, CT, FL, GA,
IN, MD, MA, MI, MN, MS, MO, ND, NE, NJ, NY, NC, OH, OR, RI, SC, TN, VA, WA, WI, WV.
Registered to offer advisory services in the following states: AZ, CA, CO, GA, MO.