FAQ’s

At Lampson Retirement Solutions, we specialize in comprehensive retirement planning tailored to meet the unique financial needs of individuals at all stages of life. Our services include personalized retirement strategies, investment management, risk assessment, and retirement income planning, ensuring you have a well-rounded approach to achieving your retirement objectives.

Founded in 2015 by Tracie Lampson, our firm stands out due to our commitment to personalized retirement planning that focuses on enhancing our clients’ quality of life in retirement. Unlike many financial advisors who may follow a one-size-fits-all approach, we take the time to understand your personal goals, values, and needs before tailor-making strategies just for you. Our team is dedicated to providing not only financial advice but also ongoing support as you navigate your retirement journey.

We believe that retirement planning is important for individuals of all ages, which is why we provide services aimed at helping everyone from young professionals to those nearing retirement. Whether you’re in your 30s starting to plan for the future or in your 60s looking for a reliable retirement strategy, we have tailored solutions for you.

Our approach begins with a comprehensive consultation where we take the time to understand your individual goals, financial situation, and retirement aspirations. We then conduct a thorough analysis and develop a personalized strategy that aligns with your objectives, ensuring that every aspect of your plan is designed for your unique circumstances.

Absolutely! Our commitment to you extends beyond the initial retirement planning phase. We believe in fostering long-term relationships with our clients, providing ongoing support, regular reviews, and adjustments to your plan as needed to adapt to life’s changes. Our goal is to be there for you throughout your retirement journey.

Getting started is easy! Simply contact us through our website or give us a call. We will schedule an initial consultation to discuss your financial goals and explore how we can help you achieve a fulfilling retirement. You deserve a partner who is invested in your financial future, and we’re here to provide that support.

During your first meeting, you can expect a relaxed and open discussion about your financial history, retirement aspirations, and any concerns you may have. This meeting will help us gather essential information to begin crafting a personalized retirement strategy that is tailored specifically for you.

Feel free to reach out with any other questions you may have. At Lampson Retirement Solutions, your financial future is our top priority!