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Our Services

Retirement planning

You have been saving for years, and retirement is drawing near. You may be wondering if you have saved enough or if there are any last-minute adjustments you should be making. Our team of CERTIFIED FINANCIAL PLANNER® professionals can tell if you are on track. Let us help you get prepared so there are no surprises.

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Retirement Plan Rollovers

When you leave employment, there are four options of what to do with your company retirement account. Our CFP® professionals will evaluate each option and provide a recommendation that is best suited for you and your needs.

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Distribution Planning

Retirement is not the time to run out of money. Our CERTIFIED FINANCIAL PLANNER® professionals cultivate distribution plans that incorporate income streams and allow for distributions today and down the road.
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Retirement Strategy

Congratulations! You are all set to embrace retirement! Our team is here to assist your move from wealth accumulation to preservation, so that you may enjoy your golden years.
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Social Security Optimization

Maximizing Social Security benefits is not a one-size-fits all story. The CFP® professionals of Retirement Investment Advisors, Inc. will identify the optimal Social Security benefit that includes your income, life expectancy and spousal benefit to best suit your specific retirement needs.
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Inflation Considerations

Your retirement income should keep up with the rising cost of living. Our CERTIFIED FINANCIAL PLANNER® professionals partner with you to strategically mitigate the impact of inflation during your retirement years.

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Estate Planning

A clear and current estate plan is a valuable gift to your family. A legal will or trust can ensure that your wishes are honored while minimizing time, conflict, and legal fees during estate settlement. We closely collaborate with attorneys and executors to ensure that your estate plan is completed according to your direction.

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Our team of CERTIFIED FINANCIAL PLANNER® professionals will help you chart a course tailored to you and your goals, so you can move forward with clarity and peace of mind.

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We are proud to have walked alongside families like yours for 35 years. Join us in celebrating the journey and what comes next.
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