Our Services

Taking your investments, retirement accounts, pensions, and social security as well as your debts into consideration, we can SHOW you how the choices you make today will impact your financial future.

At Retirement Wealth Advisors we offer customized, un-bundled solutions only – no cookie cutter, bundled plans ever. Our plans include not only a wide selection of traditional investments such as mutual funds and exchange-traded funds, but rules-based portfolios as well. Our 401(k) plans are not insurance products and none of the investment options we offer pay commissions, nor are we licensed to accept commissions, which gives you added peace of mind knowing that the plan you offer your employees is truly free of any conflict of interest.

The added Roth feature allows even your highly compensated employees the benefit of tax-free growth without the income restrictions and contribution limits imposed on Roth IRAs.

Our plans are fully integrated with   and Blueleaf and are offered free-of-charge.

To manage risk, , a proprietary monitoring software, monitors your participants’ accounts daily, helping reduce the possible effects of a large market draw down  by notifying both advisor and client to provide added peace of mind.  Through notification, we can act with the options of moving your portfolio into a more conservative model, or, liquidating to cash.

To allow your plan participants to track all of their savings and monitor all of their long-term financial goals in one place, our plans include Blueleaf, an account aggregation software. Blueleaf allows participants to collaborate with their family and their financial professionals (advisor, accountants, estate planning attorneys, etc.) while controlling the data to which each has access. Blueleaf is completely transparent, allowing the participants to see every investment in every account. Blueleaf is integrated with thousands of financial institutions, allowing information to be updated automatically and securely.

Not sure how you want your future to look?  Let us help you dust off those dreams you put on a shelf long ago and create a plan that will turn those dreams into reality.

At this point, YOUR accounts need to be consolidated, YOUR QDRO completed, YOUR old bank accounts closed, YOUR new accounts opened, YOUR will updated, etc.  While it is all about YOU, it can be overwhelming.  Let us help you plan your financial future so you don’t miss anything important.

We’ll work with you as long as necessary to ensure that ALL of the terms of your settlement agreement are completed and you get the assets you’re entitled to receive.

As an investment advisor with over 18 years of experience as well as a Certified Divorce Financial Analyst, Amy and her team are equipped to help you manage your financial life post-divorce, ensuring your financial plan has the best chance of success.

As an independent investment advisor since 2001, Amy can help you bring your vision for your new life to fruition with comprehensive financial planning.

Most people know that life insurance pays a death benefit, which traditionally serves two functions. The most common function is to provide for people who are financially dependent on you, such as your children or a spouse. The second traditional function is to pay estate taxes so that your heirs won’t be forced to sell property or a business to do so.

But, did you know that life insurance may provide a living benefit as well? There are certain types of life insurance that may provide a benefit to YOU while you are still alive.

At Retirement Wealth Advisors we use life insurance not only as a tool to provide a death benefit for those you love, but as a living benefit for you as well.

Want to find out if you are a candidate?