ABOUT
We are an independent organization which was formed in 1963 and purchased by Charmaine Kaes in 1980. Together with our trained professionals of the firm, we offer the experience and knowledge essential to designing and servicing your retirement plan.
WHAT ARE WE:
RSP administers retirement plans with a strong emphasis on personalized service at reasonable costs.
OUR MISSION AND VISION
To redefine your retirement plan and create a positive relationship with you and your employees.
Personal Service - We get to know each and every employee so they feel a part of our family. Money is a personal thing and we get that. Retirement plans are overwhelming and we get that too. Relax, we’ll figure this out together!
Education - It’s important for our clients to know that they have a top of the line investment platform, and to understand the process involved.
Community - We take pride in connecting with our local businesses, with a strong focus on small businesses, start-ups, and the self-employed.
OUR STORY
A woman in the financial world is a tough gig, especially back in the 70s (yeah one of us is a boomer). Starting at the bottom of the chain, in an area in which she became well-versed, it became clear our fellow business owners needed help in setting up, evaluating, and establishing a retirement plan. Costs of setting up a retirement plan were outrageous and educational resources for clients just didn't exist. Our founder took this knowledge and from there RSP was born.
Financial planning is a daunting task. I mean, who really understands what their advisors do anyway? Finances don't have to be complicated! With our streamlined process and straightforward lingo we'll provide you with ALL THE THINGS to make your retirement plan run well. Plus we're a mother-daughter duo, so we work together in our own unique way. Come join our family!
Our Core Values
PERSONAL SERVICE
Everyone is unique, so every client's experience will be custom designed to meet their needs. Starting with a thorough evaluation, to an organized packaged plan you can use for life. You'll deal with REAL people who care about your future.
COMMITMENT
We believe the value you receive from us should go beyond the price you pay! You can feel comfortable contacting us throughout your journey, if you need to make changes to your plans, or if any questions pop up along the way. We'll provide additional advice and all the extra things to deliver the most value for your dollar.
LIABILITY
We hold ourselves responsible for each and every one of you. Professionalism isn't just donning an expensive suit, it's about making the right decisions when it counts the most. We don't pass the buck, we own it.
COMMUNITY + EQUALITY
We love working with our local small businesses. We strive to make a difference by providing resources your company can grow with. We're grateful, positive, and hospitable people who want to spread this joy throughout our community!
How do you ensure you and your employees are financially prepared for the future?
Equipped to handle all phases of plan administration:
401 (k) Plans
Profit Sharing
Traditional
Age-Based
Comparability
412 (I) Defined Benefit Plans