We're Designers. We're Builders. We're Partners.
At The Retirement Asset Management Group, our mission is to help individuals and families achieve their financial goals, while ensuring a comfortable and secure retirement. We understand that every individual's financial situation is unique, and that's why we take the time to get to know our clients and create customized plans tailored to their specific needs and goals.
Our Commitment to Service
We believe in good communication, and that's why we make it a priority to keep our clients informed and updated throughout the entire planning process. We understand that our clients are busy, and that's why we work hard to provide efficient and effective solutions that fit their lifestyle and financial goals.
Our Services
We offer a range of services designed to help individuals and families achieve their financial goals. Our services include:
Income
The distribution phase of your life is just as important as the accumulation phase. We understand that transitioning from earning a steady income to living off your savings can be challenging. That's why we help our clients plan for a sustainable income stream in retirement. We help them create a customized plan that ensures they have sufficient income to live comfortably in retirement.
Liquidity
Life is unpredictable, and sometimes we need access to money quickly. At The Retirement Asset Management Group, we help our clients create a plan that provides them with easy access to their funds when they need it. Whether it's for an unexpected expense or a once-in-a-lifetime opportunity, we help our clients create a plan that provides them with the liquidity they need.
Legacy
Creating a lasting legacy is a top priority for many of our clients. We help them create a plan that ensures their financial legacy will continue to thrive long after they're gone. Whether it's setting up a charitable trust or creating a plan for their loved ones, we help our clients leave a lasting impact.
Our Team
Our team of experienced professionals is dedicated to providing our clients with the highest level of service and expertise. Our team includes Peter Thaldorf, a principal and expert in retirement planning, and Tom Stoltman, a seasoned financial professional with over 40 years of experience. Together, our team is committed to helping our clients achieve their financial goals and creating a secure and comfortable future.
Contact Us
If you're ready to take control of your financial future and create a plan that ensures your wealth stays healthy, we're here to help. Contact us today to schedule a meeting and take the first step towards a prosperous and secure retirement.
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