Business Details
31 Years
experience
Trusted Financial Advisors in Ann Arbor, MI
Retirement Income Solutions has been dedicated to helping families and individuals achieve their financial goals since 1995. Our team of experienced financial advisors brings a proactive, personalized approach to wealth management and comprehensive financial planning. With over 30 years of combined experience and a deep understanding of complex financial landscapes, we specialize in retirement planning, estate planning, and income distribution strategies. Our proprietary investment methodology combines diversification, tactical adjustments, and data-driven analysis to help preserve and grow client assets. As fee-only fiduciaries registered with the SEC, we maintain strict independence and transparency in all our advisory services.Our Ann Arbor-based team manages over $2 billion in assets for more than 1,200 families nationwide, including university professionals, healthcare providers, and automotive industry executives. We differentiate ourselves through our holistic approach that coordinates all aspects of clients' financial lives, from TIAA and Fidelity accounts to 401k plans and trust management. Our commitment to ongoing education and quarterly performance reporting ensures clients remain informed and engaged throughout their financial journey.
Services
Wealth Management
Retirement Planning
Estate Planning
Tax Coordination
Income Distribution
Details
- Year established: 1995
Highlights and features
- 30+ years of experience in university and private sector financial planning
- Fee-only fiduciaries with no product commissions or sales incentives
- Proprietary investment approach combining diversification and tactical adjustments
- Team includes CFA Charterholder and Certified Financial Planner professionals
- Specialized expertise managing complex university-related investment accounts
Services
Wealth Management
Our wealth management services help clients grow and protect their assets through diversified investment strategies. We coordinate all aspects of your financial portfolio including retirement accounts, trusts, and taxable investments. Our proactive approach combines market analysis with personalized planning to help preserve wealth across generations.
Retirement Planning
Comprehensive retirement planning addresses income needs, risk tolerance, and legacy goals. We analyze pension options, develop distribution strategies, and coordinate tax-efficient withdrawals. Our advisors help clients transition smoothly from wealth accumulation to sustainable income generation while managing market volatility.
Questions
What services do you offer?
We provide wealth management, retirement planning, estate planning, tax coordination, and income distribution strategies. Our services cover all aspects of financial planning for individuals and families.
Are you affiliated with TIAA or Fidelity?
No, we are independent advisors with expertise managing TIAA and Fidelity accounts. We're not affiliated with any specific financial institutions.
What is your minimum account size?
We typically work with clients who have at least $750,000 in investable assets to ensure we can provide comprehensive financial planning services.
Do you work with clients outside Michigan?
Yes, we serve clients in over 30 states with virtual appointments available for those who cannot visit our Ann Arbor office.
How are you compensated?
We are fee-only advisors who charge a percentage of assets under management. We don't receive commissions or sales incentives of any kind.
Reviews (1)
Dan Rich
Aug 18, 2020
Report
What a great financial company... very knowledgeable and super friendly staff. wonderful receptionist.
