Retirement Financial Solutions, LLC
Retirement Financial Solutions, LLC is an investment adviser headquartered in Knoxville, Tennessee. Founded in 2023, it manages client assets primarily in retirement-focused investment vehicles and provides financial planning and portfolio management services. The firm employs around 20 professionals, serving individual investors and retirement plan participants across the United States.
Investment Strategy
Retirement Financial Solutions, LLC specializes in building diversified, risk-managed portfolios targeting long-term growth and income for retirement investors. The firm applies fundamental analysis and asset allocation models to deliver a tailored mix of equities, fixed income, and alternative assets, seeking to optimize returns while preserving principal for clients approaching or in retirement.
Top Holdings
Equity Positions (39)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 10.57% | $17.3M | 220,903 | $56.36 | $78.34 | -$984.5K |
S SPMD | SPDR SERIES TRUST | 9.83% | $16.1M | 281,292 | $57.19 | $57.19 | +$16.1M |
A AVSC | AMERICAN CENTY ETF TR | 9.83% | $16.1M | 280,924 | $57.25 | $57.25 | +$16.1M |
A AVUV | AMERICAN CENTY ETF TR | 9.69% | $15.9M | 159,306 | $99.53 | $99.53 | +$15.9M |
Q QQQJ | INVESCO EXCH TRADED FD TR II | 7.40% | $12.1M | 338,548 | $35.79 | $35.79 | +$12.1M |