Solutions for Retirement Partners

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.

Nice work...building your business with very educated, well spoken and efficient people!

— Laurie Bachelder
Freedom Wealth Advisors

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.

LEARN ABOUT OUR SERVICES

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

We take a hands-on approach to supporting our partners and clients. Have a question at any point, give us a call and we will have an answer.

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

206.430.5084
REQUEST A CALL

Interested in what your competitors are offering for employee benefits?

Our industry benchmark reports help you understand how competitive your retirement plan is. We provide companies and entrepreneurs with insight into what their competitors and colleagues are implementing and offering in terms of employee benefits, particularly retirement plans (e.g. 401k, Defined Benefit, Profit Share and more).

Industry Benchmark Reports

Insights

APR 9, 2024

Pooled Employer Plans Are a Fiduciary Game Changer

DEC 6, 2023

Key Secure 2.0 Provisions in Effect for 2024

Increase your level of service with LRS

Nice work...building your business with very educated, well spoken and efficient people!

INDUSTRY LEADERS

PERSONAL SERVICE

NONTRADITIONAL INVESTMENTS