Retirement Management Systems Inc. is a privately owned Registered Investment Adviser*. Our flagship program, Savings Plan Management, is an investment advisory service for people who want or need to delegate investment decisions to a professional. People who fly solo with their employer-sponsored retirement savings plan may be too conservative, too aggressive or simply let emotions get in the way of making smart investment decisions.
Like many unique firms, we were born from another large investment advisory firm who uses our flagship program for supporting their clients. In 2010, we spun off from that firm to expand our services to financial advisors and their clients across the country.
We are committed to providing superior service to financial advisors and our clients.
*Registration with the U.S. Securities and Exchange Commission is not an endorsement and does not imply a certain level of skill or training. Check our background on FINRA’s BrokerCheck