Family-owned & Operated, we help business owners, Women, and families achieve financial freedom through smart retirement & tax planning.
Family-owned & operated, Retirement Planning Resources helps business owners, high-net-worth individuals and families seeking financial freedom through smart retirement & tax planning.
At Retirement Planning Resources, financial guidance isn’t just a business—it’s our family legacy. For over four decades, the Ravsten family has helped thousands of clients secure their financial futures with honesty, integrity, and expert knowledge.
Reduce Liabilities & Keep More of Your Wealth
Effective tax strategies help you lower your tax burden and maximize savings. Our services include:
Maximize your W2 refund and minimize capital gains taxes on stocks, real estate, and business sales.
Reduce taxes on IRA and 401(k) withdrawals, and avoid costly penalties.
Preserve wealth and reduce tax liabilities for your heirs.
Optimize tax deductions for business owners and entrepreneurs.
Build a Secure and Sustainable Retirement
A comfortable and stress-free retirement starts with strategic financial planning. We help you:
Optimize your 401(k), IRA, Roth IRA, and pension plans.
Structure your retirement withdrawals for financial stability and to sustain the life you want to live.
Ensure you claim benefits at the right time for the highest payouts.
Protect your wealth for future generations with trusts, wills, and inheritance strategies.
“I used to dread tax season—my CPA would simply tell me what I owed, with no strategies to help me reduce my liability. That changed when I found Retirement Planning Resources. Now, I have a plan that keeps more of my money working for me.”
“I never realized how many tax-saving opportunities I was missing out on. Retirement Planning Resources showed me proven strategies that high-earning professionals rely on, and now I’m keeping more of what I earn.”
“I used to just accept my tax bill as a fact of life—until I discovered that I had options. Thanks to Retirement Planning Resources, I now understand how to structure my finances to lower my tax burden significantly.”
“Earning over $250,000 per year comes with a high tax bill—at least, that’s what I thought. Retirement Planning Resources provided a thorough tax analysis and showed me strategies that are saving me thousands every year.”
“I was about to take out a loan for a new investment property when Retirement Planning Resources showed me how to redirect my tax payments instead. They literally turned my tax dollars into real estate equity!”
Start by providing us with some basic information through our easy-to-fill form. This step helps us understand your unique financial situation, including your goals, current investments, and any concerns you may have. The form is quick, secure, and designed to give us the details we need to create a customized plan just for you.
Once we’ve received your information, we’ll invite you to schedule a free, no-obligation consultation. This is your opportunity to speak directly with one of our experienced financial planners who will listen to your needs and begin discussing how we can help you achieve your retirement goals. We’ll dive into your current financial situation, identify areas for improvement, and explain how we can guide you through the next steps.
During your consultation, we’ll perform a comprehensive review of your financial situation, including taxes, investments, and retirement accounts. We’ll show you exactly how much money you can save by implementing proven strategies, such as tax reduction techniques, smart investment planning, and income optimization. Our goal is to reveal opportunities to save you money and help your wealth grow for the future, giving you confidence and clarity.
If you feel it’s a good fit, we’ll provide you with a tailored financial plan specifically designed to meet your retirement goals. Your plan will address key areas such as tax efficiency, wealth accumulation, and risk management, ensuring that all aspects of your financial life work together seamlessly. You’ll walk away with a clear, actionable strategy to reduce your tax burden, grow your savings, and enjoy a secure retirement.
Check out our FAQ page for the most common questions we receive.
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