Retirement Plan Solutions

Retirement Plan Solutions

Principal, President

(262) 641-0800

Retirement Plan Solutions is a Wisconsin-based investment and plan consulting firm to employer sponsored retirement plans and private clients in a fiduciary capacity.

The foundation of our "best of both worlds" business model includes:

  • As an independent company specializing in providing investment advisory services we are contractually obligated to work on behalf of our clients
  • Independent Financial Partners enables us to integrate leading edge industry tools, resources and relationships necessary to achieve the quality of services we are consistently committed to delivering to our clients.

We are also grateful to share that our Midwestern roots and values provide the foundation for a professional, friendly, caring culture committed to consistently delivering highest quality support and services to our clients throughout the tenure of our relationship with them.