Fee-Only, Independent, Objective

Charles W. Schwab
"Seek out investment managers who are objective and unbiased."

Jane Bryant Quinn, Newsweek
"... commissions have a built-in conflict of interest...even with disclosure, my choice would be a fee-only planner."

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Money Magazine
"... compensation should be from fees alone."

Retirement Specialists is an independent, fee-only firm. We manage investment portfolios and are only paid a quarterly percentage based on the amount of money we manage. The fee is collected after the quarter is over and is based on the value of the account at the beginning of the quarter. The fee varies according to the size of the account. Please contact us for more information about our fees.

We specialize in management of 401(k)'s, 401(k) Rollovers, Pension Rollovers, 403(b)'s, 457's, IRA's, and the management of retirement funds.


Toll-Free 877. 447.7324