RETIREMENT PLANNING SPECIALISTS, INC.

Overview

Retirement Planning Specialists, Inc. is an independent registered investment adviser that focuses on individual and family wealth management and financial planning for small businesses. Registered with the SEC since 2006 and owned privately, the firm combines advisory services with insurance-brokerage capabilities, which shapes its approach to building client portfolios. Its typical mandate emphasizes discretionary portfolio management using publicly traded funds as the core building blocks, supplemented by insurance solutions where appropriate. Compensation is primarily a percentage of assets under management, with hourly billing available for planning work. The firm does not position itself as a capital allocator or as an active ESG investor; instead it acts as a traditional adviser that uses third-party products to implement diversified portfolios. Retirement Planning Specialists, Inc. provides financial planning and portfolio management services while also offering access to annuity products through its broker activity.

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Location & Offices