Solutions for Retirement Partners

Increase your level of service with LRS

You want the best for your client, and so do we! Leading Retirement Solutions will work with you to bring your client custom-fit solutions that address their needs and meet their goals.

Our team of highly credentialed experts know retirement solutions better than anyone. If your client is looking to lessen their tax burden, increase their retirement savings, or wants to take a nontraditional approach to grow their business, give us a call. We will work with you to create a retirement strategy that increases value for your client.

INDUSTRY LEADERS

Retirement plans are all we do.
Our team is consistently working with clients to help reduce their overall tax burden. We can do the same for your clients.

PERSONAL SERVICE

With our personalized approach, our openness, and our ability to understand individual situations and specific needs, we catering solutions to meet those needs, creating a truly authentic customer experience. The result is a customer for life, not only for LRS but for our partnered retirement professionals as well!

NONTRADITIONAL INVESTMENTS

Does your client want to create or grow a business? LRS is here to help! There are several effective nontraditional channels that can deliver the capital your clients need. Our goal at LRS is to keep as much of the investment under your management as possible, while fulfilling the client's needs and wishes, which keeps them satisfied in the long-run. 

THE LRS PROCESS

Discovery

Whether your client is interested in retirement savings, tax strategy, or employee retention, our staff of industry experts will meet with you and your client to identify their specific goals.

Solution Design

Our custom plan designs are backed by years of expertise in the industry. We are committed to creating a plan that best satisfies your client’s needs.

Implementation

We’ll guide your client through the process step-by-step and answer any questions they have along the way. Don’t worry, we’ll do all the heavy lifting!

Guidance & Support

Let us design a plan to meet your company's goals

206.430.5084  |  800.974.2814
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