Retirement Income Solutions

Retirement Income Solutions is a fee-only independent financial advisory firm that helps families and individuals plan for retirement and manage investments. Its advisors work on wealth management, including university retirement accounts such as TIAA and Fidelity plans, 401k, 403b and IRA accounts, Roth conversions, pension lump sum analysis and income distribution planning. The firm also offers comprehensive financial planning covering goal setting, retirement, estate and income planning. The team includes a CFA charterholder and CFP professionals, and the firm reports more than 1,200 families served over 30 years in Ann Arbor.

The first step is a free consultation with one of the advisors, who meets to talk through your finances and current situation. Clients range from university faculty and staff to small business owners and doctors. The office is at 2301 Platt Road in Ann Arbor, and the site notes that advisory services are offered through the firm as a registered investment advisor.