Retirement Planning
Figure Out Exactly How Much You Need and Build a Plan to Get There
Retirement isn’t just a goal. It’s a strategy.
Most people save for retirement without a clear plan. They contribute to a 401(k) or IRA and hope it will be enough. But what if there’s a smarter way?
At RSJ Consulting Group LLC, we help you design a retirement strategy that goes beyond guesswork. We calculate how much you’ll actually need, then build a customized plan to get you there — while minimizing taxes along the way.
If there’s a better way of doing it, don’t you think you deserve to know?
What We Offer?
Our retirement planning services include:
401(k) and IRA Optimization – Understand which retirement vehicles are right for you.
Tax-Efficient Withdrawal Strategies – Keep more of your money in retirement.
Small Business Retirement Plans – SEP IRAs, SIMPLE IRAs, and Solo 401(k)s for entrepreneurs.
Advanced Wealth Strategies – Roth conversions, Mega Backdoor Roth, and HSA integration.
Social Security & Pension Planning – Make informed decisions about when and how to claim.
Please note: Certain retirement solutions may be delivered through our trusted partnerships
to ensure you receive the highest level of expertise and service.
Why RSJ Consulting Group?
Strategic, Not Standardized: We don’t believe in one-size-fits-all retirement plans.
Tax Expertise Built In: As tax strategists, we structure retirement savings with IRS rules in mind, ensuring your money works harder for you.
Clarity & Confidence: You’ll always know where you stand and what adjustments are needed.
Because if there’s a better way to reach retirement with more wealth and less stress — don’t you deserve to know?
Who We Help
Individuals & Families wanting peace of mind for the future.
High-Income Professionals looking to maximize retirement contributions and minimize taxes.
Small Business Owners needing guidance on retirement plans that benefit both themselves and their employees.
Your retirement is too important to leave to chance.
Take control today — schedule a Retirement Strategy Session and find out
if there’s a better way to build your future.
2025 RSJ Consulting Group LLC. All rights reserved.
A2P 10DLC compliant.
Copyright © 2025 RSJ Consulting Group LLC - All Rights Reserved.
Privacy Policy