Lives Transformed: Real Stories from Our Thriving Clients

Their Story: Kevin & Debra

Kevin and Debra entered with uncertainty about their financial preparations for retirement. They questioned whether their efforts over the years were sufficient and how they’d navigate potential unknowns such as market fluctuations, tax changes, inflation, and medical expenses. They needed a plan.

We conducted a thorough analysis of their financial status. We affirmed their readiness to lead the retirement they desired. We crafted a comprehensive strategy, recognizing that preservation had taken precedence over growth in this new phase of their lives. We integrated long-term tax savings, guidance on managing future medical expenses, coping with inflation, and other financial elements. Kevin and Debra emerged with newfound confidence, relieved of their previous concerns, now free to savor their golden years and create lasting memories.

GET STARTED TODAY

The retirement landscape is changing at an unprecedented pace, and we’re here to guide you through this historic moment in your life. We’ve been helping retirees for 20 years! Treating our clients like family every step of the way.

Schedule a visit to any of our accessible branches or connect with us via phone or a virtual appointment.

Bellevue

18300 Redmond Way #250, Redmond, WA 98052

425.558.3700

Mill Creek

16000 Bothell Everett Hwy
Suite 111, Mill Creek, WA 98012

425.558.3700

Tri-Cities

1110 North Center Pkwy, Ste A2
Kennewick, WA 99336

509.581.0249

Denver

9800 Mount Pyramid Court Ste 400
Englewood, CO 80112

303.974.4978

This testimonial was provided by a current client on 6/8/23. The client was not compensated, nor would material conflicts of interest affect the statement. The statement may not be representative of the experience of other clients and does not provide a guarantee of future performance, success, or similar service. Investment advisory services and insurance services are provided through The Retirement Solution LLC, a Registered Investment Advisor, The Retirement Solution is a registered investment advisor and may only transact business and offer advisory services in those states in which it is registered or exempt from registration requirements. Insurance products and services are offered and sold through individually licensed appointed agents.

Disclaimer. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and materials provided are general information, and should not be considered a solicitation for the purchase or sale of any security.

SCHEDULE A FREE CONSULTATION

Providing for family, spending time with grandkids, traveling. You shouldn’t be wasting your golden years worrying about electric bills or the balance of your checking account. We’ve helped hundreds of people retire confidently and we can’t wait to do the same for you.

Schedule Now

Contact Us

888-500-5830

info@theretirementsolution.com

Our Locations

REDMOND, WASHINGTON

MILL CREEK, WASHINGTON

ENGLEWOOD, COLORADO

KENNEWICK, WASHINGTON

Quick Links