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.
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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Timely Market Insights
Access our monthly Market Review commentary which provides a simple, easy-to-understand assessment of the economy and financial markets.
OUR TEAM
Meet your team of professionals
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