Retirement Resources, Inc. is a Jacksonville, Florida based family owned and operated independent financial services & Insurance firm, whose professionals have over 60 years combined experience in the retirement and financial planning field.
We understand the challenges people face today. With 10,000 Baby Boomers turning 65 daily through the year 2029, the need for personal, attentive and thoughtful service is rising rapidly. We believe in thinking, “out-of-the-box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
While we specialize in retirement planning for organizations and individuals, we also offer a full spectrum of financial & Insurance services for our clients individual needs.
At Retirement Resources, Inc. we are committed to helping our clients achieve their financial goals!
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
This checklist can give you a quick snapshot of how prepared you are.
Do you know where the idea of “retirement” comes from?
There are common mistakes you can avoid when saving for retirement.
Do your insurance needs stay the same when the nest empties?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Taking your Social Security benefits at the right time may help maximize your benefit.
$1 million in a diversified portfolio could help finance part of your retirement.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
How will you weather the ups and downs of the business cycle?
With alternative investments, it’s critical to sort through the complexity.