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With all the financial options and information available today, it has become increasingly difficult for individual investors to make smart financial decisions. Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At Retirement Solutions Inc., Scott A. Chelberg, CFP® will build a personalized financial roadmap that supports you on your journey toward your desired destination. Scott seeks to simplify complex financial terms of investment options, offer honest advice and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust.

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Our Investment Philosophy

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Planning for 3 big risks in retirement.

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We are a team of experienced professionals, ready to help with your financial issues and concerns.

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Helpful Content

Lesser Known Provisions of the SECURE Act

Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

 

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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