Important Announcements

Retirement Strategies & Solutions and Jamie Blumenthal announce a brand new referral program for you. Please call Jamie for details at 214-738-6100, leave a message, and Jamie or Nancy will get back to you.

Retirement Strategies Seminars

Tuesday, February 21st, 2023 – 6:30 pm

Jakes Since 1985
6195 W. Main St.
Frisco, TX  75034

Call Toll-Free Today at (000) 000-0000 to secure your space.
Seating is Limited. Reservation Required.

Tuesday, February 28th, 2023 – 6:30 pm

Black Walnut Cafe
5225 Warren Parkway
Frisco, TX  75034

Call Toll-Free Today (000) 000-0000 to secure your space.
Seating is Limited. Reservation Required.

Schedule an Appointment

Retirement Strategies and Solutions (RSS) is a Retirement Planning Company founded by Retirement Financial Advisor – Jamie Blumenthal, with offices in Plano and Grapevine. We serve the entire Dallas/Ft. Worth, Texas Metroplex , including communities such as Plano, Southlake, Coppell, Lewisville, Frisco, Richardson, McKinney, Flower Mound, Arlington, Hurst, Euless, Bedford and beyond.

Our mission is to provide both families and businesses 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 RSS.

Retirement Strategies and Solutions provides investors custom-tailored Retirement Planning Solutions and strategies to meet short and long-term needs. Our goal 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 our clients with the ability to navigate today’s complex financial world through our consultations, strategies, Retirement Seminars , our Retirement Calculator that answers the question; How Much Do I need to Retire, and our library of Retirement Planning Educational Videos. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

As a DFW based Retirement Planning Company with offices in Plano and Grapevine, Retirement Strategies and Solutions consults with families and businesses across the Dallas – Fort Worth Metroplex and surrounding Texas cities to implement innovative financial strategies, solutions and strategic planning that results in financial clarity, security and overall financial health. Our book “Retire The Right Way with the Dynamic Duo” is a great tool for understanding some of the best financial and Retirement Planning options available. We are financial and Early Retirement Specialists offering Retirement Planning Solutions, including Social Security MaximizationLegacy Planning and Retirement Tax Planning strategies.

Listen to one of our radio shows on 770 AM KAAM:

September 4, 2019

August 21, 2019 (Spots)

July 31, 2019

July 19, 2019

July 3, 2019

June 25, 2019 (1 & 2)

June 17, 2019

As a former stockbroker and recent retiree, I knew I did not have the appropriate financial skills to help my clients or myself in the critical time frame of approaching retirement. No longer did I have the luxury of time to weather the ups and downs of the stock market with mutual funds, stocks and ETF’s. I needed a safe approach where my principle was protected, but where I could still earn a reasonable return and also address important issues such as long-term care as part of my overall financial program.

My spouse and I have attended numerous financial seminars which usually present “a bits and pieces” or single product strategy. However none had the depth and comprehensive plan that Jamie and Nancy Blumenthal, with Retirement Strategies and Solutions (RSS), presented at their seminar. Jamie’s seminars are always interesting and informative, but I personally feel his greatest strength is working individually with his clients to customize their own financial plan. We now have a good portion of our retirement assets protected, have a specific plan to maximize our Social Security and to minimize our taxes.

Jamie, and his team at RSS, adds tremendous value to your retirement planning. I would definitely recommend Jamie, as I have to a number of our friends.

Greg & Jean W.

Just want to thank you for doing the work you do for others. It’s people like you who restore and reinforce faith in humanity. All of your people LOVE you! I hope it’s evident to you as well. Now I try to never let anyone down and make the lives of people I work with better. All your clients love and trust you and I think that is because you are a remarkable person.

Suzanne B.

I have known Jamie Blumenthal for over 40 years and he has always been a hard working professional in his field of expertise. He takes care of his clients like they were his own family and always extremely responsive.

Rob Gomberg

I would like to point out a great benefit doing business with Jamie Blumenthal. He is always available whenever you need to reach him after the contract is signed. He will meet with you at his office or the most convenient place to answer any question you may have. He is always there for you and will not abandon you like other advisers. That’s the great quality Jamie and Nancy of Retirement Strategy & Solutions have that won us over.

Mr. Victor R. Carbo Sr.

I have been a client since 2010 and am very pleased with the return on my investment. Jamie and Nancy Blumenthal are very professional and quickly answer any questions I have. I don’t hesitate to recommend them.


Tax Planning

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Social Security Maximization

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