Broker Check

Welcoming Process

Retirement Planning

“At Retirement Income Specialists we believe that life is more than a paycheck. Our mission is to ease your worries and help you create a sound financial strategy that provides, not only a steady paycheck for life, but a play check as well.

As part of the RIS Client Welcoming Process, we'll help you create a retirement income plan that balances:

  • Daily Living Expenses
  • Budgeting for Luxuries & Quality of Life
  • Planning ahead for the best possible retirement income strategies to achieve the highest income
    Social Security can add $1M to your retirement fund*
  • Factoring in Pension Withdrawal Strategies
  • Factoring in both Expected & Unexpected Medical Expenses
  • Planning for the unexpected and the inevitable