Our goal is to understand you, your needs and expectations.

Before offering any recommendations, we carefully consider your liquidity, risk tolerance, income requirements and time horizons.

  Discover Your Risk Score Today

Our Mission

At Retirement Solutions, LLC, we believe in an educational approach, and work hard to help you choose the right retirement path.

Retirement Solutions, LLC serves Oklahoma City, OK and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Retirement Solutions, LLC.

Retirement Solutions, LLC provides investors custom-tailored strategies to meet short- and long-term needs. Our goal at Retirement Solutions, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

We Focus on You

We focus on creating income plans and operate as fiduciaries that serve our clients for their best interest. We offer insurance investments through Retirement Solutions, LLC and securities through Investment Strategies, LLC.

Want to know more about our 5-Step Retirement Planning System?

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Take your first step on the road to retirement.

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score.

Get Your Risk Score Now

Seminars

Retirement is different today than it has been for previous generations – it is a great time for you to get a second opinion on your retirement to help address common retirement planning concerns. At our educational seminars, you will receive answers to these questions and others to help you learn how to prepare for a steady retirement in a changing world.

Register Today

COMRA

The Color of Money Risk Analysis was designed to help you better understand how your long-term goals should impact the financial decisions you make today. You can get your Color of Money Score by answering 11 simple questions. It’s the first step toward evaluating your finances using the most important criteria of all – your goals!

Get Your Score

Services

Our firm takes pride in providing comprehensive retirement strategy services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

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Listen to Rhett Wood and Mark Rose on our latest Podcast.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn’t have to be!

Listen Now

Social Security Maximization

At Retirement Solutions, LLC and Investment Strategies, LLC, we help our clients understand their Social Security benefits and educate them on how they can maximize their benefits.

Your Social Security retirement benefit represents a lifetime’s worth of savings, time and work, and is most likely your oldest and largest retirement account. Although most Americans are familiar with the basics of Social Security, very few are able to figure out – on their own – exactly the best way to file so they can get the most out of all they have put in. Delaying filing for Social Security can potentially increase your benefit amount each year you wait.*

There is a lot to know about Social Security, and the more you know, the better decisions you can make, helping to bring you just that much closer to maximizing your benefit. We will help you get the most you can out of your benefit, so you can take one step closer towards the comfortable and happy retirement you have worked so hard for!

Request Your Report

Brad Bertrand, Rhett Wood, Mark Rose, Retirement Solutions, LLC and Investment Strategies, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

*https://www.ssa.gov/pubs/EN-05-10147.pdf

What We Provide You

At Retirement Solutions, LLC and Investment Strategies, LLC, we bring a holistic approach to retirement planning. It consists of a five-step retirement planning system that incorporates three hallmarks of our company – fiduciary, transparency and technology. What we offer:


Retirement Planning
Is your financial plan in good hands?

Investment Management
We use a personalized approach to investing.

Social Security
How can you maximize your Social Security benefits?

Educational Seminars
Learn how to prepare for a steady retirement.

Want to know more about our 5-Step Retirement Planning System?

Learn More Now

Generational Vault

Keep your financial information safe and secure. Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policies, investments and other critical documents because they can now all be kept in one place … that is easily accessible!

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Contact Us

Our Office

Retirement Solutions, LLC
Investment Strategies, LLC
9909 South Pennsylvania Ave
Oklahoma City, OK 73159

(405) 703-3800
info@retirementsolutionsok.com

We’d love to work with you.

Get Started Today

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