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WELCOME!

At Retirement Services of America, we work with clients from all walks of life, many of whom are families approaching or thinking about their future retirement. 

Our clients have worked hard to build their wealth and they want to ensure that, once they transition into retirement, their wealth will work hard for them.  They may have a vision of what they would like their retirement to look like, but are not sure which direction to go or how to get their desired destination. 

Our mission is to create a financial road map to help clients understand the path they face, what route to take, and how to overcome any road bumps along the way as they travel toward their destination.  

We focus on providing unbiased guidance and ongoing education.  Through our hands on approach, we strive to empower you to make better financial decisions and feel confident in your strategies.  Whenever you experience life changes or have questions we are here for you as your reliable financial partner.

Retirement Services of America helps make that transition more manageable and less stressful by building a personalized retirement strategy that offers ongoing support, unbiased advice, and objective guidance. 

"In all our professional relationships, we pledge ourselves to the following rule of ethical conduct: We shall, in light of all conditions surrounding those we serve, which we shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, we would apply to ourselves."

Based in Santa Barbara, California, we work throughout California and the United States. 

Start preparing today for tomorrow’s retirement by contacting us to learn more or set up a commitment-free introductory meeting. 



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