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Our Services

As a partner of Carson Partners, a team of independent financial consultants, financial planners, and investment research analysts, Retirement Planning & Wealth Management (RPWM) seeks to provide value to individuals, business owners and institutions, by offering goals-based financial planning and disciplined advisory investment services. By becoming a Carson Partner, we are able to deliver a level of quality investment advice, without losing the personalized experience that you deserve. We are your hometown investment firm with the power and scale of one of the biggest firms on Wall Street.

Wealth Management

The management of wealth must begin with the end in mind. It is with this approach that we provide you with a full breadth of financial services, including business succession planning, insurance and risk management, company retirement plans, tailored individual investment strategies and personalized allocation. Learn more

Wealth Planning

The wealth planning process is our most important job. It is only with a well-thought out, carefully implemented plan that we can properly help you pursue your True Wealth destination. We start by helping you identify what is truly important to you; what motivates you to get out of bed in the morning. After we have identified your values, we help you create personal and financial goals that are based on your values. With these goals as our foundation, we craft a plan, assist you with implementation and review and revise as needed (but at least annually). Learn more

Risk Management

The formalization and management of risk is a core part of our disciplined wealth planning process; always insure what you cannot afford to lose. Because Retirement Planning & Wealth Management (RPWM) is an independent firm, we have no allegiances and therefore, have a wide range of options available to us. Allow us to provide you with a risk-assessment and evaluate your inforce policies to determine if there is a more suitable choice out there for you. Our advisors work with insurance specialists to help you identify risks and the appropriate coverage for your financial situation. Learn more

Estate Planning

With such a volatile legislative environment, it is important to have a comprehensive and well-defined estate plan in order to optimize the distribution of your assets exactly in the manner that you desire, while minimizing taxation. We will work with your attorney or utilize our existing resources to implement living trusts, revocable trusts, irrevocable trusts, credit shelter trusts, generation-skipping trusts, irrevocable life insurance trusts, and more. Learn more

Tax Planning

Through our partnership with Carson Institutional Alliance we are able to leverage the expertise of a team of CPAs to help you make smart decisions regarding your tax obligations to Uncle Sam. If preferred by you, we will gladly work with your existing CPA or tax consultant to incorporate a tax liability reduction strategy into your comprehensive wealth plan. Learn more

Private Trust Services

Our trust services team can provide your family with professional guidance for multiple generations. Learn more