A Client Centered Relationship

Here at Retirement Refined, LLC, our first priority is always you, the client. Our staff consists of experienced professionals who embrace a “hands-on” approach to financial guidance. Not only will you find our team members to be knowledgeable, but you will also discover that we truly care about helping make your dreams a reality.

Proactive, regularly scheduled communication

At R.R., LLC we make client education and communication a priority. We live in world of 24-hour news and global events that can impact all parts of the financial markets. Through our weekly economic commentary, proactively scheduled in-person reviews, and other on-going phone and email correspondence, you will remain well-informed about the issues that may impact your investments and broader Retirement Income Planning.

Coordination with your other trusted advisors

We can help make sure that your team of trusted advisors are working together efficiently. It’s common for us to coordinate with your attorney, accountant or other professional advisors when appropriate and requested.

A resource to your friends, family and other loved ones

At R.R., LLC we value your relationship, and also the relationship you have with those around you each day. We’re happy to be of service to others in your life who are seeking caring, informed advice.

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