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


Personal Wealth Management

Retirement Income Resources, LLC helps investors meet the challenges of an ever-changing global economic climate. Investors are faced with lower returns and yields, heightened volatility and the risk of losing money in sudden market downturns. They seek greater portfolio resilience in an era of uncertainty. Relying on traditional asset class allocation and buy-and-hold thinking may no longer help people fully meet their objectives. To overcome these obstacles, we provide a diverse solution set with fresh ideas and innovative strategies, giving investors many ways to pursue their long-term goals.

We offer customized financial, investment and retirement planning for individuals, families and business owners. Building on a foundation of unbiased, independent investment solutions, we tailor our recommendations to each client's unique circumstances and goals.

Coordinating a person's wealth management strategy can be simplified with focus on the following key objectives:

1. Meet your income needs over the balance of your lifetime

2. Optimize your investment portfolio for reasonable growth to outpace inflation

3. Manage risk effectively and strategically

4. Help you fulfill your desired legacy and planned giving goals

With your input, we will work closely with your other advisors (attorney, CPA, etc.) to implement your plan, regularly monitor your progress, and make adjustments when necessary.

Helping you build, preserve and manage your wealth efficiently - that's what we do.