Our experienced professionals have helped many people just like you pursue their financial objectives.
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Our team approach offers a range of services to provide more benefits to our clients.
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At Desjardins Retirement Solutions LLC, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
Learn why so many pension plans and endowment funds are investing in “Alternative” and “Private Equity”
• Wills / Trusts
• Strategies for investing for Growth and/or Income
• Strategies for Stable and Durable Income
• Maximize Retirement Income
• Required Minimum Distribution Planning
• Strategies for Reducing Risk and Volatility
• What is the smart money doing?
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."