Our Approach

What are your dreams and goals for retirement? We can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

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Build Confidence in Your Retirement

How confident do you feel about your financial future? Take our 3-Minute Confident RetirementSM check to find out, and see how your retirement confidence compares.

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Your retirement puzzle

These days, it’s not unusual for retirement to last 20-30 years – or even longer. That means you’ll need to create a secure income for yourself that will be there for you as long as you’ll need it. I’d like to share a short video with you that I think you’ll find interesting. It describes a solution that can help you ensure your income will last for as long as you need it. Visit riversource.com/puzzle to view “How do you solve your retirement puzzle?” After you’ve watched the video, contact me and we’ll talk about how this income solution might fit into your retirement plans.

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Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Insurance

Community Participation

  • Stephen Rifici is a volunteer for Ronald McDonald House in Wilmington, DE
  • Tim Breslin is the volunteer advisor of record for the North Penn Investors Club in Lansdale, PA

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