Retirement Strategies & Solutions and Jamie Blumenthal announce a brand new referral program for you. Please call Jamie for details at 214-738-6100, leave a message, and Jamie or Nancy will get back to you. Retirement Strategies and Solutions (RSS) is a Retirement Planning Company founded by Retirement Financial Advisor - Jamie Blumenthal, with offices in Plano and Grapevine.
We serve the entire Dallas/Ft. Our mission is to provide both families and businesses with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at RSS.
We serve the entire Dallas/Ft. Our mission is to provide both families and businesses with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at RSS.
Services
At Retirement Strategies and Solutions we are here to help you find your path to financial planning and preservation into retirement. We take time to listen and understand your financial goals for your future. We are a full service, Retirement Planning Company providing Retirement Strategies and Legacy Planning to families nearing or already enjoying retirement.
Below you will find a cross section of testimonials from our clients over the years. Please take a look at your leisure and let us know if you have any questions about their experiences. We strive to be one of the Best Retirement Planning Companies in the Dallas - Fort Worth Metroplex and beyond.
With our specialties being Retirement Planning Solutions together with Legacy Planning, Retirement Tax Planning and Social Security Maximization, we have strategies and a plan for every possible financial situation.
With our specialties being Retirement Planning Solutions together with Legacy Planning, Retirement Tax Planning and Social Security Maximization, we have strategies and a plan for every possible financial situation.
Our firm takes pride in providing comprehensive and strategic Retirement Planning Solutions to our clients. We review our clients' wills, estate plans/trusts, taxes and insurance and formulate Retirement Strategies to enhance Estate Preservation, enable more effective Retirement Tax Planning and afford our clients Early Retirement if that is desired.
For many retirees, Social Security benefits form the foundation of their retirement income. In order to make sure you get the most out of your benefits, you should have a solid grasp on this complex matter. As Social Security Specialists, we can formulate a plan together that will result in Social Security Maximization to boost Social Security Retirement Benefits for the length of time desired.
Proper Legacy Planning and preservation is a cornerstone of any successful retirement plan and helps ensure that your wishes will be respected and your loved ones are taken care of. Legacy Planning In Retirement is a multifaceted process that can be used for a variety of purposes, from helping to preserve your assets for future use to transferring your wealth.
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