theretirementsolution.com valid
The Retirement Solution
Fee-only fiduciary RIA specialising in flat-fee retirement planning and investment management for pre-retirees and retirees in Washington and Colorado. Founded 2003. SEC-registered, CRD# 148106.
For agents: Fee-only fiduciary RIA offering flat-fee retirement planning and investment management in Washington and Colorado; free guides and calculators.
retirement planningflat-fee financial advisorinvestment managementfiduciary riaretirement calculatorswashington colorado
- Authority
- 50 reach 0 · trust 10 · quality 25 · freshness 15
- Tier
- listed
- llms.txt
- https://theretirementsolution.com/llms.txt
- llms-full.txt
- https://theretirementsolution.com/llms-full.txt
- Sections
- 4
- Links
- 32
- Size
- 4542 bytes
- Registered
- 2016-10-31
- Country
- United States Hosting inference
- Hosting country
- United States Hosting inference
- Country evidence
- No published address evidence collected yet
- Categories
- Finance and payments
- For agents
- Transactional: buying or booking an agent could carry out
- Inferred actions
- Read documentation Search content Book a service About these labels
- Audience
- consumers · agents can: read docs, search content, book · en
- First seen
- 2026-10-27T12:44:51.544Z
- Last checked
- 2026-10-27T12:44:52.868Z
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Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-27T12:44:51.645Z. Cached copy · Source on theretirementsolution.com
# The Retirement Solution
> Fee-only fiduciary RIA specialising in flat-fee retirement planning and investment management for pre-retirees and retirees in Washington and Colorado. Founded 2003. SEC-registered, CRD# 148106.
The Retirement Solution serves US-based pre-retirees and retirees, typically within ten years of retirement, who want bundled financial planning, investment management, and tax-aware retirement income strategy under a single flat fee. Sweet-spot clients have $500K to $5M+ in investable assets. Five offices serve Washington State and Colorado, with virtual planning available nationwide. Founded 2003; over two decades of continuous SEC registration as an investment adviser. Pricing is a flat fee, not an AUM percentage. The firm has a fiduciary duty to act in the client's best interest, always.
For a single-file comprehensive reference, see [llms-full.txt](https://theretirementsolution.com/llms-full.txt).
## Core pages
- [How It Works](https://theretirementsolution.com/how-it-works): Our flat-fee retirement planning process
- [Client Experience](https://theretirementsolution.com/client-experience): What working with TRS is like, including our planner team
- [Locations](https://theretirementsolution.com/locations): Our 5 office locations: Redmond, Lynnwood, Mount Vernon, Tri-Cities (WA) and Denver (CO)
- [Services](https://theretirementsolution.com/services): Financial planning and investment management services
- [Resources](https://theretirementsolution.com/resources): Free retirement planning guides and recorded webinars
- [Retirement Calculators](https://theretirementsolution.com/calculators): Free tools for retirement age, nest egg, savings, and compounding
- [Seminars](https://theretirementsolution.com/seminars): In-person educational events across Washington and Colorado
- [Articles](https://theretirementsolution.com/articles): Educational blog covering retirement planning, Social Security, tax strategy, estate planning
- [Media](https://theretirementsolution.com/media): TRS planner appearances on Northwest TV and radio
- [Testimonials](https://theretirementsolution.com/testimonials): Uncompensated client stories
- [Start](https://theretirementsolution.com/start): Begin a conversation about your retirement
## Topics we cover
- [Retirement Planning](https://theretirementsolution.com/articles?cat=Retirement): Income strategy, sequencing, when to retire
- [Investment](https://theretirementsolution.com/articles?cat=Investment): Portfolio construction, market commentary
- [Social Security](https://theretirementsolution.com/articles?cat=Social%20Security): Claiming strategy, spousal benefits, timing
- [Tax Planning](https://theretirementsolution.com/articles?cat=Tax%20Planning): Roth conversions, RMDs, IRMAA, bracket management
- [Medicare](https://theretirementsolution.com/articles?cat=Medicare): Healthcare costs in retirement, IRMAA, supplements
- [Estate Planning](https://theretirementsolution.com/articles?cat=Estate%20P
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