Retirement Planning Specialists, INC.

Retirement Planning Specialists offers comprehensive investment management and stand-alone financial planning services. For investment management clients, Retirement Planning Specialists designs customized portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, and annuities, while also providing ongoing financial planning covering budgeting, retirement, tax strategies, and estate planning. Stand-alone financial planning is available on a project or hourly basis for clients who do not need full portfolio management. Retirement Planning Specialists focuses on long-term, passive investing tailored to each client's risk tolerance and financial goals, and requires accounts to be held at Charles Schwab.