Though we do serve clients residing in more than 30 states, Retirement Income Solutions is a locally-owned, fee-only, independent financial advisory firm serving Ann Arbor, southeastern Michigan, and the surrounding area.

Because we do not answer to and are not influenced by any other interests, we are not pressured to provide generic approaches from a parent conglomerate or present products offered by affiliates or third parties. Independent financial planning means that your needs come first. We believe that’s how every financial advisor should operate, and it’s how we approach our relationships with all of our clients.

A focus on you

We serve only individual clients and families. Unlike some firms, our focus is not on corporate plans or university endowments. Instead, our main goal is to understand your personal assets and create the best plan to manage and invest them. When it comes to financial planning, retirement planning, or wealth management, we take the emotion out of the decision-making process and work as independent investment advisors whose interests are in line with yours.

When you work with a RIS financial advisor, you will be our top priority, and the investment decisions we make on your behalf will be in line with your self-stated goals. Our clients often cite our personalized, above-and-beyond service, integrity, and independent perspective and advice as reasons why they choose us to manage their financial affairs and recommend us to their friends and colleagues. We are proud to say that we have earned the trust of generations of clients and their families, and we look forward to doing so with you.

Learn more about our firm’s independent approach to understanding markets, building and managing portfolios, and proactively planning, and explore our experienced team of financial advisors.