Business Details
6 Years
experience
Your Trusted Retirement Planning Partner
The Retirement Asset Management Group specializes in comprehensive financial planning for retirement, focusing on income optimization, liquidity management, and legacy preservation. With over 15 years of expertise, we employ evidence-based investment strategies grounded in economic theory, collaborating with top third-party money managers to deliver tailored solutions. Our independent approach prioritizes client needs through proactive communication, tax-advantaged distributions, and personalized risk management.We serve individuals transitioning from asset accumulation to sustainable retirement income, ensuring financial security through customized plans that address long-term care, capital gains protection, and estate planning. Our team's deep industry experience and commitment to fiduciary standards establish us as trusted advisors in retirement wealth management.
Services
Retirement Income Planning
Asset Management
Legacy Planning
Tax Strategies
Liquidity Solutions
Details
- Year established: 2020
Highlights and features
- We offer 15+ years of specialized retirement planning expertise
- Our independent status ensures unbiased, client-first recommendations
- We implement tax-advantaged strategies for wealth preservation
- Proactive communication guarantees continuous client engagement
- Third-party investment managers provide research-backed solutions
Services
Retirement Income Planning
Our retirement income planning service creates sustainable cash flow strategies tailored to individual risk profiles. We analyze accumulated assets to develop tax-efficient distribution plans that ensure financial security throughout retirement while protecting against premature depletion through evidence-based investment approaches.
Legacy Preservation
Legacy preservation services focus on strategic asset transfer to designated beneficiaries. We implement customized estate planning solutions that minimize tax liabilities while maintaining client control over wealth distribution, ensuring long-term family financial security and charitable giving objectives are met.
Liquidity Management
Our liquidity management service optimizes accessible funds for emergencies and opportunities. We balance immediate access needs with growth potential through diversified short-term investments, ensuring financial flexibility without compromising long-term retirement objectives in the distribution phase.
People
Peter Thaldorf
Principal
With 15+ years in retirement planning, Peter specializes in income strategies and legacy solutions. Holding Series 65 registration and life insurance licenses, he focuses on tax-advantaged distributions while maintaining active community involvement through church and family commitments.
Tom Stoltman
Financial Advisor
A 40-year financial services veteran, Tom specializes in transition planning from accumulation to retirement distribution phases. With University of Minnesota business education, he emphasizes risk management and educational client partnerships while maintaining deep Twin Cities community ties through family and civic engagement.
Questions
What retirement planning services do you offer?
We specialize in income optimization, liquidity management, and legacy planning for retirement, creating customized strategies that address tax efficiency, asset preservation, and wealth transfer.
How do you help with retirement income?
We develop sustainable distribution plans using evidence-based investment strategies that balance growth potential with risk management to ensure consistent retirement cash flow.
What makes your firm different?
Our independent status allows unbiased recommendations, combining third-party research with personalized planning focused on long-term client relationships rather than product sales.
How are investment decisions made?
We collaborate with top third-party money managers using economic theory and empirical research to create diversified portfolios aligned with individual retirement goals and risk tolerance.
What areas do you serve?
While based in Bloomington, MN, we serve clients throughout the Twin Cities metro area and beyond through personalized virtual and in-person advisory services.
