Our mission is to implement Safe, Protected, Guaranteed, and Growing portfolios for our clients and their families.

Read Our 10 Point Commitment

Our Ten-Point Commitment

Before you make any commitment to us, here"s our commitment to you:

  1. We will always put your needs ahead of our own.
  2. You will never feel “pressured" by any of our staff. 
  3. We are here to help you connect to what you care about, yet, more importantly, to share a process that will work toward protecting and preserving your lifestyle, your assets and the people you care about most.
  4. You will receive a warm and friendly welcome from us every time you call or we meet in person.
  5. You will enjoy the benefits of a team of professionals who work together to give you the attention, support, information and service you should expect.
  6. Your time is important to us. While we strive to answer all calls within four rings, if we happen to miss you, your calls and emails will be returned within 4 business hours of receipt.
  7. You will get to know us on a first name basis and can ask for anyone on our team by name.
  8. We will continue to stay in touch with you with a frequency that works for you and with information that is relevant and current.
  9. If you are ever displeased with something we have done, we encourage you to tell us promptly so we can immediately address and resolve the issue to your satisfaction.
  10. You will be respected and valued as a client of Retirement Planning Resources.

Melinda Ravsten