Broker Check

Why is it that some people are able to successfully retire and others are not?

Do most people properly address their retirement income needs - at the right time and in the best way?

At Retzlaff Wealth Management - we specialize in growth and income portfolios to help address your current and future retirement income needs.

Importantly - are you currently invested in a way that matches your tolerance for risk? 

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

At Retzlaff Wealth Management, we consider the fiduciary standard (not a suitability standard) as our guiding "standard of client care."  What does this mean for the client?  It means we put the interests of the client first and foremost at all times.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.