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CONNECTICUT OFFICE:

1275 Post Rd., Suite A-17
Fairfield, CT 06824

Office phone: 877-250-9957

David B. Cole, President, Managing Partner -  cell: 203-814-9997

Brian K. Potok, CFA, Managing Partner -  cell: 203-448-9398

Office FAX: 877-250-2293


Dave@RetirementIncomeResources.com

Brian@RetirementIncomeResources.com

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Please feel free to contact us with any questions.

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Calculators

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Flipbooks

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Our primary mission at Retirement Income Resources, LLC is to make a difference in peoples' lives by helping them plan and prepare for their financial future.  

We help individuals and families through a collaborative financial planning process coupled with fee-based investment management services.  

For employers/plan sponsors we provide comprehensive retirement plan management to help meet their fiduciary obligations under ERISA while also providing effective participant education programs targeted to improve retirement readiness.

 

 

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David B. Cole, President

Managing Partner

Brian K. Potok, CFA

Managing Partner

  

 

Few people are able to successfully prepare for financial independence during the last third of their lives without professional guidance. We offer such assistance with the goal of better outcomes regardless of income level or job status. For both an employer and individual investor we provide a wealth of useful and current information on our website including newsletter articles, calculators, research reports and Web links. These tools are prepared to help people understand the opportunities and potential rewards available when one takes a proactive approach to planning for retirement. We hope you take advantage of these resources and encourage you to visit us often.