Broker Check

2307 Parmenter Street
Middleton, WI 53562
(608) 821-1777

Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

WELCOME TO RETIREMENT SOLUTIONS

Retirement Solutions LLC, is a local financial advisory firm specializing in multi-generational financial planning including tax and social security planning. Our customized programs are designed to provide trustworthy and high quality financial advice for accumulating, preserving and distributing wealth. 

If you are an individual investor it is common for us to assist you and if applicable, your parents, siblings, children, grandchildren, relatives and trustees in a comprehensive financial advisory framework to help guide you to your goals. The multi-generational focus of our firm and the intimate knowledge of your unique circumstances are what differentiate us from our competition.

Why choose Us?

We work for you in a fiduciary capacity, ensuring that your best interest is always our number one priority. Our financial advisors collectively have more than 45 years of combined financial planning experience. Simply put, Retirement Solutions provides you with unbiased professional advice.

We understand and work with you on helping to combat the 5 challenges with retirement: living longer than you expect, healthcare costs, inflation, changing market conditions, and running out of money.

Whether you are an individual investor, business owner or retirement plan sponsor, Retirement Solutions understands that you have a choice when selecting a financial advisor. With that in mind, we have provided you with some information below that may assist you in your search.

Please feel free to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please email us at [email protected] or call (608) 821-1777. 

Helpful Content

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

 

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

View all articles arrow

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

View all videos arrow