Our Approach

A relationship begins with a conversation.

Learning about our client's goals helps us to evaluate each clients needs. We analyze the client’s financial profile, lifestyle objectives and attitude toward risk, and then develop a suitable wealth management plan. To execute the plan, we leverage the intellectual capital of our professional network. Offering strategic and tactical asset allocation and providing a range of investment solutions including cash, fixed income and equities. We also provide trust services through affiliated Premier Trust. Through it all, Retirement Consulting Group offers attentive service and personal counsel. And as a client’s goals change, adjusting his or her wealth management plan accordingly, may be necessary.

Our Network

Registered Investment Advisory services under the Securities Act of 1940 are provided through KMS Financial Services, Inc., serving investors since 1971 through 300 affiliated investment professionals. KMS advises $2.8 billion in retirement plan assets with $14 billion in combined assets under influence, and is a wholly owned subsidiary of Ladenburg Thalmann, established in 1876. Ladenburg Thalmann provides diversified financial services supporting 4,000 investment professionals with $75 billion in client assets and delivers institutional products, services and financial solutions including:

  • Wealth management and asset management expertise provided through Ladenburg Thalmann Asset Management (LTAM)
  • Investment banking, syndicate and capital market products, fixed income trading and equity research provided through Ladenburg Thalmann & Company (LTCO), a member of the NYSE since 1879.
  • Complex insurance planning provided through Highland Capital Brokerage.
  • Trust and estate planning solutions provided through Premier Trust.

Private wealth management client assets custody through Charles Schwab or Pershing LLC, a subsidiary of Bank of New York Mellon Company.