Retirement Solutions Inc.

01/14/2025

We are proud of Caroline Allen Kwiatkowski for being invited to join the Board of the YMCA of Greater St. Petersburg!

YMCA of Greater St. Petersburg is proud to announce the addition of Caroline Kwiatkowski, CFA, to our Board of Directors. Caroline’s exceptional career in finance and investment management, combined with her dedication to community service, aligns perfectly with the YMCA’s mission to empower individuals and families to thrive.

Welcome aboard, Caroline! 🤩

01/03/2025

Happy New Year from all of us at Retirement Solutions! We are so grateful to be celebrating 25 years of our business in 2025 - time flies when you’re having fun 🙂. Thank you to our clients who have been with us on this grand journey. Here’s to the next 25 years!

12/13/2024

We had so much fun getting together with many of our clients this week in Chicago to celebrate Mike’s upcoming retirement at the end of December. We wish him the best in this next, very well deserved chapter!

06/28/2024

Let us all say congratulations to Joanie on her well deserved retirement today! We thank her for all of her contributions over the years and hope she enjoys this next chapter. She’ll be getting it kicked off with a Norwegian cruise in July. Congratulations once again - time to enjoy your well earned retirement!

05/12/2024

Happy Mother’s Day! ❤️

01/29/2024

*GIVEAWAY ALERT* With us opening up our newest office location in St Petersburg, FL - we are giving away a limited edition 1 of 1 Melin x Retirement Solutions hat. Like and comment who you want to win and share this post to be entered to win. Daily entries are allowed until February 29th. Winner will be randomly selected the first week of March.

As an independent wealth management firm, the professionals at RSI will work to assess client needs, determine goals, and develop strategies to pursue client objectives and simplify the complexities that accompany significant wealth.

12/25/2023

Merry Christmas!

10/03/2023

We’re building out the best team that we’ve ever had! Throwback to Caroline teaching the CFA to the next generation of portfolio managers & investment analysts!

03/24/2023

Jupiter
Rescued 2/12/12
At Peace 3/22/23

10/27/2022

Wishing our founder Mike Kwiatkowski a very Happy Birthday and many more!

10/26/2022

According to a recent survey, Americans now think they need at least $1,250,000 for retirement; a 20% increase from over a year ago per the Wall Street Journal.

What do you think?