The quarterback of your family's finances
Our team helps our clients build wealth and create retirement income for their lifetime and beyond.
As your family's financial quarterback, we apply our pro-active investment approach with a goal of growing your
assets when opportunities open downfield and preserving assets when challenges arise. We manage investments
and coordinate retirement strategies, estate planning, college funding, and gifting preferences. We can actively
manage TIAA-CREF and Fidelity accounts without transferring assets and integrate other non-university assets
into your portfolio. Retirement Income Solutions is a local, independent, fee-only advisory firm, independent of
and not affiliated with TIAA-CREF, Fidelity, or the university.
Learn more at www.risadvisory.com
Margaret Kephart
CRPC®
K. Larry Hastie
H. Todd Kephart CFP©
Karen A. Chapell
R. Griffith McDonald
Brock E. Hastie
455 E. Eisenhower Parkway, Suite 300 | Ann Arbor, Michigan 48108 | 734-769-7727 | 800-360-1953
John Goff CFP©
