Individuals and Families
S Squared Retirement Solutions works with Individuals and families to create self-completing life plans, accomplishing your life goals and accounting for life’s unexpected challenges.
At S Squared Retirement Solutions our plans have a predictable outcome. We design our plans with a high degree of certainty , not a hope and wish.
At S Squared Retirement Solutions our advisors have over 50 years of experience. Some of our services include:
- Portfolio Management
- Insurance Planning
- Estate Planning
- Asset Protection
- College Planning
- Eldercare Planning
- Alternative Investment Strategies
As an independent firm we are product agnostic and planning driven. We always have your best interest at heart and have adopted a very specific standard of care. As part of our standard of care we have adopted of Code of Ethics consisting of 7 core principles. They are;
All of our client are entitled to receive this standard of care per our Code of Ethics.