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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;

  • Integrity
  • Objectivity
  • Competence
  • Fairness
  • Confidentiality
  • Professionalism
  • Diligence

All of our client are entitled to receive this standard of care per our Code of Ethics.