Southlake Retirement Planning Advisor / Specialist
Retirement Strategies and Solutions (RSS) is a Southlake based Retirement Planning Company founded by Retirement Financial Advisor – Jamie Blumenthal, with offices in both Plano and Grapevine. We specialize in serving Grapevine and DFW Metroplex families and businesses with innovative financial strategies, solutions, and planning which results in financial clarity, security, possible early retirement and overall financial health both now and well into the future. Making strong commitments to our clients and building lifelong relationships are tenets of success at RSS, and we would enjoy working with you on an effective strategy for retirement.
Being a Southlake Independent Financial Advisor, Jamie Blumenthal and associates are located a short distance from any city within the Dallas / Ft. Worth, Texas Metroplex. And we can work with clients throughout Texas as well.
Southlake based 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 strategies 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 both your individual and family needs, as well as the needs of small or large businesses.
As a Southlake Retirement Planning Company, Retirement Strategies and Solutions consults with families and businesses across the Dallas – Fort Worth Metroplex and surrounding Texas cities to implement innovative financial strategies and solutions. 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 that include Social Security Maximization, Legacy Planning and Retirement Tax Planning strategies.