Don't Run out of Lifestyle before you Run out of Life!

Welcome to Retirement Resources Advisory!  We specialize in Retirement Income Planning. Our planning objective is to provide a written blueprint maximizing the possibility that you won't run out of lifestyle, before you run out of life.  Whether your goal is to “spend your last dollar with your last breath”, provide a “lasting legacy for your heirs”, or something in between, we can help.

 

Here is why you should consider our company:

  • Retirement Resources has been an Independent Financial Services Firm for 25 years and proud of it!
  • If you want Income, we develop strategies designed around your circumstances. While most firms have historically focused on helping people accumulate money, over the last 25 years our focus has been on structuring income distribution plans that are designed to last a lifetime.
  • Our President, J. Henry Livingston, CFP® has advised clients through the 1973-1974 bear market,  the recessions of  the early 1980’s & 1990’s, the October 25th, 1987 stock market crash, the bear market of 2000-2002, and now.......the Financial Crisis !
  • Our goal is to return 100% of our clients' calls within one hour.
  • We are accountable and transparent when it comes to fees.
  • Our relationship with each client is different. There is no such thing as “one plan or one product fits all.” 
  • We always put our client at the head of the table as the CEO. We take care of the details.

 

Our mission is simple: To Help You Live the Life You Want.  For an explanation of one of the financial planning processes we use, click on the tab "Income for Life Plan" in the upper right tab.  If you would like to review this process or others that we use, call 800-749-7526 to learn more.  We offer a free initial consultation at no charge and with no obligation.

 

FREE WORKSHOPS ON SOCIAL SECURITY PLANNING!  CLICK HERE