Financial Planning

Crafting Your Path to Financial Security and Retirement Freedom

Retirement Service Solutions in Eau Claire, WI, is dedicated to helping individuals achieve financial security and retirement freedom. We understand that the thought of planning for retirement can be daunting, which is why our team of experienced financial planners works closely with clients to develop tailored investment strategies that align with their unique needs and goals.

401k Plans

One of the most popular retirement savings vehicle is the 401k plan. When it comes time to leave your place of employment or retire, our team at Retirement Services Solutions will help with the rollover options of your 401k plan. This can be a complex process, but we have the expertise to ensure a smooth transition. We will help you understand your options and make the best decision for your financial situation.

IRA and Distributions Plans

Another popular retirement savings option is the Individual Retirement Account (IRA). Our financial planners will help you determine which type of IRA is right for you, whether it be a traditional IRA or a Roth IRA. We can also assist with IRA distributions, ensuring that you take the appropriate amount from your account when the time comes to retire.

Life Insurance Ideas

Protecting your loved ones is essential, which is why we offer life insurance solutions to our clients. Our financial planners will work with you to determine the amount of coverage that you need and identify the best type of policy for your situation. We can also help you understand how life insurance can be used as an investment tool.

Annuity Plans

Annuities are another investment option that can provide a guaranteed income stream in retirement. We offer a variety of annuity products that can help you achieve your retirement goals. Our financial planners will help you determine if an annuity is right for you and guide you through the process of selecting the best product for your needs.

Call us Today

At Retirement Service Solutions, we pride ourselves on building long-term relationships with our clients. Our team of experienced financial planners will work with you every step of the way to craft a path to financial security and retirement freedom. Whether you are just starting to save for retirement or are looking to maximize your existing investments, we are here to help. Contact us today at 715-379-3778 to schedule a consultation and take the first step toward creating a plan designed to achieve your retirement goals.

Quick Links

Contact Information

Retirement Service Solutions

Phone: 715-379-3778

Email: kia@rsswi.com

Address: 307 S Farwell St. Suite 203

Eau Claire, WI 54701

Business Hours

Mon - Fri: 9:00 am - 5:00 pm
Sat - Sun: Closed

We are not affiliated with or endorsed by the U.S Government or the Federal Medicare Program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.

The information contained herein reflects the opinions and projections of Retirement Service Solutions, LLC as of the date hereof, which are subject to change without notice at any time Retirement Service Solutions, LLC does not represent that any opinion or projection will be realized. Neither Retirement Service Solutions, LLC nor any of its advisers or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice.

Investment advisory services offered through Alphastar Capital Management LLC, a SEC Registered Investment Adviser (“Alphastar”). SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability. Alphastar and Retirement Service Solutions, LLC are separate and independent entities. Insurance products are offered through Retirement Service Solutions, LLC, by insurance licensed individuals. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for Alphastar Capital Management. ADV Form 2B is available upon request. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. Retirement Service Solutions, LLC does not offer legal or tax advice.

Any references to protection benefit or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. An annuity is intended to be a long-term, tax-deferred retirement vehicle. Earnings are taxable as ordinary income when distributed, and if withdrawn before age 59½, may be subject to a 10% federal tax penalty. If the annuity will fund an IRA or other tax qualified plan, the tax deferral feature offers no additional value. Qualified distributions from a Roth IRA are generally excluded from gross income, but taxes and penalties may apply to non-qualified distributions. Consult a tax advisor for specific information. This is not a recommendation to surrender or otherwise purchase an insurance product. You should review your specific policy and financial situation with your advisor.