Downloadables

Tools

Like any path, there can be twists and turns along the road to retirement. Inevitably, there will be unexpected events along the way. Life is like that. With the CERTIFIED FINANCIAL PLANNER™ professionals at Retirement Investment Advisors, Inc. by your side, you will have the support you need to make important decisions. We want to help you every step of the way.

Retirement Path Guide

The Retirement Path is our easy-to-follow guide that will reveal how to have worry-free income for life and how to select a trusted advisor for the road ahead.

DISCOVER OUR GUIDE
Form ADV

A copy of the Firm’s current Form ADV, filed with the Securities & Exchange Commission under the Investment Act of 1940, is available here.

2020 ADV

2020 FORM CRS

Key Financial Data Card

The Key Financial Data Card provides many of the numbers investors need for services concerning Social Security, taxes, health savings, Medicare, retirement, college planning, and more. Please call our office at 405-842-3443 if you have questions regarding any of this information.

Download Data Card
Choosing Your Path

This research-driven white paper by CEO Randy Thurman, CFP® is designed to help those government employees who have a Thrift Savings Plan (TSP) decide if their money is better invested in the TSP or in The All-Weather Retirement Portfolio. The short answer is: it depends. Read on for more information about how to get the most from your TSP investments and the right time to consider leaving it.

Compare Your Options