RETIREMENT PLANNING SPECIALISTS, INC.
SEC RegisteredPersonalized Client Experience
About the firm
Retirement Planning Specialists, Inc. is dedicated to providing investment management and strategic wealth planning. The firm strives to be its clients' trusted advisor, offering investment management, financial planning, estate planning, retirement planning, and insurance planning services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, financial planning, estate planning, investment planning, and insurance planning, including annuities, long-term care, permanent and term life insurance, qualified tuition plans, mutual funds, certificates of deposit, employee pension plans, and health insurance/group health benefits.
Who they serve
Individuals and families; typically works with investors with $250,000 or more in investable assets.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 556 | $371M |
556 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RETIREMENT PLANNING SPECIALISTS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched