Protect your financial future with personalized planning

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Rich Douglas, Investment Advisor

Contact Us

rich@usretirementsolutions.com
651.267.4239

3303 North Service Drive
Red Wing, MN 55066

Available for phone, video or COVID-19 safe in-person meetings

Welcome.

Over the past 15 months, the markets have been on the rise and continue to set new highs. These market conditions won’t continue forever, so it’s prudent to have regular reviews of your portfolio. Now is a perfect time to assess and update your investment strategy to meet your retirement goals. We understand your investments need to work for your individual situation.

Our complimentary consultation is the first step for us to help you manage and protect your financial future. We look forward to seeing you soon.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck*.

Get a Complimentary Analysis

A regular review of your portfolio should adjust to the economic climate and your retirement goals.

View Your Statements

Access your recent statements for reviews and financial applications through NETX360.

View Your Performance

Explore your account performance and reporting through CIR statements.

Our Team

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Diane Wollenburg

Executive Assistant

diane@usretirementsolutions.com

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Ann A. Harms, LUTCF®

Registered Representative

AAHZ Insurance and Investments

651.267.4239

120 S. Main Street
P.O. Box 393

Tripoli, IA 50676

Join our team

 

Are you looking to have the independence of an entrepreneurship with the support of 20+ years of industry experience and backing of the top broker dealer for independent advisors? You will have access to a suite of tools that meet your business needs, training and marketing materials to drive your success.

We would love to meet you and review career options with our team..

Contact Us:

rich@usretirementsolutions.com
651.267.4239

Our personalized approach


Active Monitoring

 

We monitor your account regularly to proactively manage your investments while navigating the impacts of life events, the economic climate and financial situation changes.


Situational Analysis

 

We work closely with you to understand your current situation and future financial goals to design an individualized plan that accounts for your household, life stage, risk profile and income expectations.


Diverse Investments

 

We provide a wide range of choices that will meet your individual retirement goals and personal situation for a plan that’s flexible and evolves with your needs.