June – Milestone

The Retirement Asset Management Group’s mission is to take their clients from where they are today to where they want to be tomorrow, with a primary goal of providing you with expertise and focus on retirement income planning. Keep reading to learn more!

Every business has a story, tell us yours.
The Retirement Asset Management Group specializes in helping individuals and families implement the most effective and efficient way of producing income from their retirement assets. We have access to the best products and most advanced strategies available today. There are two unknowns retirees face going into retirement, their life expectancy and market performance. Our clients enter retirement knowing that they can spend their money with confidence and live comfortably.

You were chosen as this month’s Milestone Client. Tell us about your Milestone achievements.
Our group has recently passed the 40 year mark of delivering results to our clients.

No one likes to brag about their business, but if you HAD TO . . .
Our clients repeatedly tell us they are excited about their retirement because they are financially set for life — without taking unnecessary risk.

We learn from our mistakes, especially in business. Give us some words of wisdom.
Mistakes are to be expected if you are striving to achieve any goal. If you don’t experience mistakes you are not pushing and testing your limits.

Share the best advice you ever received.
Life is change, growth is optional. We have embraced change only to find the reward of adapting our practice.

Describe your perfect day off.
The perfect day off for all of us would include quality time spent with our families. Every day away from our family leaves a huge void in our lives.

What might someone be surprised to know about you?
One of our partners, Mark Harris, is the brother of John Harris. John Harris is an accomplished golfer who competes on the Champions Tour and was a member of the Walker Cup.

Together we are stronger. Tell us something you like about being our client.
The OffiCenters staff presents a very warm, welcoming, and positive environment. We are always pleased to have our clients meet with us at OffiCenters.

If you could work anywhere under the sun, where would you choose?
We all love living in Minnesota except for a few weeks out of the cold winter.

How can people CONNECT with you?
Our website, www.theramg.com