Wealth Management That Runs on Relationships
Retirement planning and wealth management aren’t just about portfolios and assets; they’re about people and aspirations.
Gain Confidence at Every Step of Your Financial Journey
Navigating stewardship through the second half of life.
Approaching Retirement
This is the best time for us to help you construct a robust financial plan.
In Retirement
Experience a fulfilling season doing things you enjoy with people you love.
Life Transition
Don’t let a major change in your career, marital status, residence, or health derail your finances.
Wealth can be complicated, but it doesn’t have to complicate your life.
At Retirement Planning Services, we align your wealth with your values through: financial planning, investment management, tax planning, health insurance, estate planning, and social security and pension plan optimization.
The result is one cohesive financial and retirement plan to guide and protect you.
You
Seeking a retirement plan that brings confidence and rest, so you can focus on people, causes, and activities that give you energy and life.
Us
Dedicating every day to make sure you have the financial freedom to think beyond money.
Meet Your Team
- CFP®, RLP, CKA, MBA, MDiv
- Spencer S. Hall
- President
- Vicki Humphreys
- Client Services and Marketing Specialist
- Melissa Christopher
- Registered Client Services Manager
- Beth Blair
- Director of Client Services
- Austin McLaughlin
- Associate Adviser
- Steven S. Hall
- Founder, Retired
If you’re ready to think beyond money, let’s talk.
Retirement Planning Services
Quick Links
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Advisory services offered through Retirement Planning Services, LLC.
Additional Documents:
© 2023
Retirement Planning Services. | Privacy Policy | ADA Compliance