Our clients choose to work with us because we go beyond providing investment advice and creating retirement plans to truly partner with our clients across accounts, assets, and even generations. We believe in building relationships based on respect, integrity, and personalized service. Our financial advisors are deeply committed to your financial success.
Whether you're looking to build wealth, start thinking about retirement, or plan your legacy, our team is here to help. As trusted financial advisors to the Ann Arbor community and beyond, we look at the entirety of your financial situation and build a completely unique plan for your specific circumstances.
Whether you're looking to build wealth, start thinking about retirement, or plan your legacy, our team is here to help. As trusted financial advisors to the Ann Arbor community and beyond, we look at the entirety of your financial situation and build a completely unique plan for your specific circumstances.
Services
Founded by Larry Hastie and Griff McDonald nearly three decades ago, Retirement Income Solutions has grown from a boutique operation into a fully-fledged advisory firm of 30 financial advisors and support professionals serving over 1,200 clients. As we have grown, our commitment to serving our clients and building deep, trusting relationships with their families has never wavered.
If you have assets-including money invested in a 401k, an IRA, Fidelity or TIAA accounts, a pension, or other savings or retirement accounts-you have wealth. The term "wealth management" can seem lofty, but it's really just the process of actively managing your assets in order to help grow and protect your financial resources.
At RIS, our mission is to help our clients achieve their financial goals. For many of them-and for us-those goals include having the resources to pursue an education, take care of their families and their homes, and spend time doing what they love. We know that many members of our broader community share those goals, too, but may not have enough resources to meet them.
At RIS, we have three core values that guide every decision, every day, for every client: integrity, honesty, and hard work. As your investment and financial advisors, we promise you that, throughout all the years we work together, you will never find another investment advisor who will care as much about you and your family.
Our compensation comes entirely from our advisory services, not from commissions or referral fees. We don't get paid by anyone but our clients. As fee-only advisors, we follow the fiduciary standard, which means that in our investment recommendations and decisions, we must put the interests of our clients above our own.
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Dan Rich
Aug 18, 2020
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