S Squared Retirement Solutions LLC

S Squared Retirement Solutions LLC provides personalized investment management, financial planning, consulting, and third-party investment manager recommendations. At the start of a relationship, S Squared Retirement Solutions evaluates each client's goals, risk tolerance, and financial situation to build a custom portfolio consisting of exchange-traded funds, mutual funds, individual stocks, bonds, and opportunity zone funds. In addition to direct portfolio management, S Squared Retirement Solutions can recommend vetted third-party investment advisors, such as Ark Invest, through a co-advisory framework while continuing to serve as the client's primary financial advisor. The firm also offers specialized consulting for self-directed individual retirement accounts investing in real estate, as well as comprehensive financial planning covering cash management, risk management, estate planning, tax issues, and educational funding.