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Mentorship Program

Retirement Income Specialists (RIS) has announced the rollout of their Advanced Mentorship Program (AMP). This program is ideally suited for investors who choose to manage their own investments and want assistance in navigating the retirement landscape to avoid the pitfalls and landmines directly in the path toward retirement.
RIS will offer guidance and education on how products work, what potential obstacles that may be faced, and real-world expectations.   We will consult on various subjects including, but not limited to:

  • Asset allocation review
  • Budget planning
  • Comprehensive financial planning
  • Goals and objectives review
  • Retirement needs analysis
  • Social security analysis
  • Tax planning

The Advanced Mentorship Program is a fee only service and will not involve any product recommendations or investment selections.  Participation is for qualified applicants only and is limited in availability.  To apply for the AMP, please call Retirement Income Specialists at 805-644-3495 or email directly to  You may also visit our website:

Feel free to forward this offering to friends and loved ones who may benefit from this service.

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