Broker Check

Alone we can do so little, Together we can do so much  ~  Helen Keller

3432 Stony Spring Circle

Louisville KY | 40220

P: (502) 499-5668 

Toll Free: (866)-425-5678

F: (502) 499-5669

Retirement Planning Solultions


About Us

At Retirement Planning Solutions, LLC, we understand that your financial situation is unique, and you deserve an equally unique approach to reaching your financial goals.

We are an independent firm, which means we have no obligation to sell proprietary products or services. We are openly selective and offer only those investment products and services that we believe are best suited to meet your financial objectives and goals. We share timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.

Retirement Planning Solutions' Core Values:

  • Be open, honest and forthright in all matters
  • Provide unbiased, high-quality service to each client
  • Be ethical in the performance of our duties
  • Respect the concerns and views of our clients
  • Do what is best for each client
  • Be selective when taking on new clients, making sure we can add value to their present situation

Investment Philosophy

Successful investing requires patience, focus and discipline. Warren Buffett once said, “The market is very efficient at transferring assets from the impatient investor to the patient investor.”

At Retirement Planning Solutions, we believe the greatest factor in achieving success is patience and discipline, along with the proper asset allocation determined by the client’s individual needs.