Where Do You Want Your Financial Roadmap to Take You?
Welcome, we’re Independent Retirement Solutions, LLC, trusted advisors for people living in the Greater Toledo Metropolitan Area. Our Values-Based Financial Planning™ process has helped clients educate children and grandchildren, fund major purchases, secure comfortable retirements, and leave legacies. Our clients value simplicity and organization, they focus on what’s important and are passionate about achieving their goals. Whether you are focused on financial independence, concerned about leaving a meaningful legacy, or find yourself suddenly single, our Values-Based Financial Planning™ process can help you pursue a greater probability of accomplishing your objectives.Contact Us
Emerging Market Opportunities
What are your options for investing in emerging markets?
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Try these activities to keep your brain sharp.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Here are some simple and inexpensive energy-saving tips that may help you save money.
Learn when it may not make sense to file a claim on your home insurance.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
What does your home really cost?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here are five facts about Social Security that might surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
In life it often happens that the answers to our most pressing questions are right in our own backyards.