The Retirement Solution Inc.

Retirement Planning Firm in Redmond, WA

Firm Info
Address: 18300 Redmond Way #250, Redmond, WA 98052, USA
Phone: (425) 558-3700

Firm Size
Assets Under Management: $466.1 million
# of Advisors: 11
# of Clients: 2,399
Client to Advisor Ratio: 218:1
Average Account Size: $194,284
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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The Retirement Solution Inc. Overview

Strategic Wealth Advisors, LLC is a fee-only registered investment advisory firm based in Scottsdale, AZ. The firm has been in business since 2004 and provides investment advice only to its clients. The company offers financial planning services for individuals and small businesses, as well as portfolio management for both businesses and institutional clients. In addition, Strategic Wealth Advisors offers consulting services to help clients select other advisors and provides general financial consulting services. As a fee-only firm, clients of Strategic Wealth Advisors can trust that the firm's compensation is not tied to any investment activities or sales of products. Rather, all fees are structured to align with the clients' goals and objectives. Clients can expect personalized attention and customized investment strategies that are unique to their individual or business needs. Whether you are an individual seeking financial planning services or a business requiring portfolio management, Strategic Wealth Advisors is well-equipped to assist you. With their extensive expertise and experience in the financial industry, they can help guide you towards achieving your financial goals. Additionally, their general financial consulting services can provide clients with valuable insights and guidance on other areas of their financial lives.

THE RETIREMENT SOLUTION INC. serves a diverse group of clients encompassing both individuals and high net worth individuals. These clients value the firm's specialized knowledge and expertise in providing comprehensive financial planning services that help them achieve their retirement goals. The firm puts a strong emphasis on creating customized solutions that are tailored to each client's unique financial needs and situation. As for fee structures, THE RETIREMENT SOLUTION INC. offers various options depending on the scope of the services provided. This includes the option for clients to pay a percentage of their assets under management (AUM) which provides incentives for the firm to grow the client's portfolio. Alternatively, fixed fees may be charged for specific services or a combination of services provided by the firm. The firm is transparent about the costs involved in working with them and values clear communication with clients to ensure that there are no surprises when it comes to fees or costs. Overall, THE RETIREMENT SOLUTION INC. is committed to providing value for their clients while ensuring that they remain competitive in the industry.

Typical Clients, Fee Structures & Investment Minimum

According to THE RETIREMENT SOLUTION INC.'s Part 2 Brochure, their investment minimum is not mentioned.

How This Office Can Help Redmond, WA Residents

The Retirement Solution Inc. is a financial planning firm that provides comprehensive retirement planning services to clients in Redmond, WA. The firm recognizes that each client's financial situation is unique and requires customized solutions. The team of financial professionals at The Retirement Solution Inc. work with clients to assess their current financial situation, identify goals, and create personalized plans to reach those goals. Living in Redmond, WA, individuals face a variety of financial challenges. The cost of living in the area is high, including housing, healthcare, and taxes. Many individuals in the area are employed in the tech industry and may have complex compensation packages, such as stock options or restricted stock units, that require specific planning strategies. Additionally, with longer life expectancies, it is essential to have a solid plan for retirement savings to ensure a comfortable lifestyle in retirement. The Retirement Solution Inc. assists clients in navigating these challenges and creating effective retirement plans that meet their unique needs.

To view the Minimum Investment and Fee Schedule for The Retirement Solution Inc., visit their Part 2 Brochure.

Services Offered by The Retirement Solution Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by The Retirement Solution Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 18300 Redmond Way #250, Redmond, WA 98052, USA
Phone (425) 558-3700
Directions
Google My Business Reviews:
4 Stars

Other Office Locations

This firm has no other locations.


Disciplinary History

The Retirement Solution Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs