The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to individuals, trusts, estates, and corporate entities. Founded in 2007 by Jim Black and based in Redmond, Washington, the firm provides tailored advice covering retirement income planning, portfolio analysis, tax optimization, asset protection, and estate planning coordination. The Retirement Solution LLC uses a fixed fee structure for its advisory and planning services and does not currently charge fees based on a percentage of assets under management. The firm also offers specialized strategies such as direct indexing, tax-loss harvesting, and third-party options-based programs.
Fee Structure
The Retirement Solution LLC does not currently charge advisory fees based on a percentage of your portfolio. Instead, clients generally pay fixed fees for asset management and financial planning services as detailed in their client agreement.