Below you will find a cross section of testimonials from our clients over the years. Please take a look at your leisure and let us know if you have any questions about their experiences. We strive to be one of the Best Retirement Planning Companies in the Dallas – Fort Worth Metroplex and beyond. With our specialties being Retirement Planning Solutions together with Legacy Planning, Retirement Tax Planning and Social Security Maximization, we have strategies and a plan for every possible financial situation.
As a Plano and Grapevine based Retirement Planning Company, Retirement Strategies and Solutions consults with families and businesses across the Dallas – Fort Worth Metroplex and throughout Texas 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 Maximization, Legacy Planning and Retirement Tax Planning strategies.
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 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.
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 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
While our entire association has been with Jamie Blumenthal, we had an opportunity to meet Nancy Blumenthal and found, unsurprisingly, she is a bright, lovely, and very friendly lady. Jamie, from the first time we sat down with him and discussed our financial matters, has demonstrated extreme knowledge of our retirement/investment/financially secure concerns. He has given us investment and financial guidance with obvious great knowledge of our needs….and most importantly….in a way we could understand.
There has never been a time when my calls or questions to him went unanswered.
I could not ask for more of a financial adviser than what Jamie Blumenthal provides.
~ Dave Divan