Retirement Journey

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When residents of Wyoming want trusted advice on wealth management, retirement planning, long term care, health costs, Social Security maximization and more, they turn to Retirement Resources, a firm whose Wyoming roots trace back to 1976.

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THE RETIREMENT RESOURCES DIFFERENCE

Whether it’s maximizing their Social Security benefits, estimating health care costs, tax deferment, wealth management or designing a customized retirement plan, residents in Casper, Wyo., rely on brothers Ric and Todd Durdahl of Retirement Resources Inc. for the 40-plus years of combined experience that they provide.

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The Retirement Resource Process

OUR PROCESS

The PLAN Success Cycle is our ongoing process for understanding your financial goals and developing a plan to pursue them effectively through a four-phase cycle: Prepare, Learn, Align, and Navigate.
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The Wealth CheckPoints are our comprehensive and coordinated financial planning solutions designed to deliver definable value across five key areas: Investment Planning, Retirement Planning, Tax Planning, Legacy Planning, and Risk Management Planning.
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The Quadrant Plan defines the purpose of your portfolio and customizes your investment allocation around four priorities: Yield, Protection, Balance, and Growth.
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The Portfolio Pillars are five convictions that form the foundation of our investment management process: Smart Strategy, Rigorous Rebalancing, Disciplined Diversification, Intelligent Investments, and Meticulous Monitoring.
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**Do you have a coordinated Income Plan keeping you on course to your goals?**

An intentional income plan can help ensure your assets sufficiently meet your desired and required expenses today and over your lifetime. Contact us for a complimentary, no-strings-attached Income Plan.

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**Is your portfolio prepared for the transitions in your financial life?**

It is critical to periodically review your portfolio to ensure that it continues to reflect the changes in your financial picture and the investment industry. Contact us for a complimentary, no-strings-attached Portfolio Analysis.

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Timely Market Insights

Access our monthly Market Review commentary which provides a simple, easy-to-understand assessment of the economy and financial markets.

Featured

Apr 10, 2024

Eye of the Beholder

Apr 10, 2024

Current market affairs offer a myriad of insights for Investors to consider. Economically, there's a prevailing sense of optimism and confidence permeating through various sectors of the market. This positive sentiment has translated into key trends, including surging stock prices, resilient real-estate valuations (despite higher mortgage rates), and stable interest rates on many fixed income securities.