Founded in 2000, Retirement and Investment Solutions is an independent financial advisory firm based in Scottsdale, Arizona. The company operates as a fiduciary, meaning it is legally obligated to act in its clients' best interests. It specializes in creating customized financial strategies focusing on retirement planning, investment management, wealth preservation, and estate planning. As a fee-only firm, its revenue comes directly from clients, not from commissions on selling financial products, which is intended to align its advice with client success.

Founded in

United Kingdom