Retirement Planning Solutions

We have been working with Kaming Wong for a few years now, and he is very kind and easy to talk to. Always willing to help and offer insight to what our retirement investments are doing. He makes sure to explain in "normal people" language as well so we don't walk away more confused then when we started! :D

It has been a pleasure to have Josh McWilliams as our retirement planning advisor for the past15 years. He proactively contacts us on a quarterly basis to review our portfolio and takes time to explain the market fluctuations in a way which we can understand. He's very easy to talk to, professional, knowledgeable and has been very helpful with advice on related financials family matter over the years. We are extremely fortunate to have Josh as our retirement financial advisor and would recommend him 150% yo anyone looking for a trustworthy advisor. Good job Josh, you're the best!

I’ve had the pleasure of having Josh, Kaming, and their respective teams assist me over the the last 15 years. Not only do they excel at going beyond in helping, but they also have a wealth of knowledge and willingness to perfect their offering. Kaming and Josh have helped me with personalized investment plans as well as health insurance plans for me and up to 120 of my employees over all the businesses I’ve owned over the last decade. I am very happy to recommend their services as they know the technical details of their business in terms of investments and insurance products. They also excel in being flexible and adapting to the ever-changing landscape of business and socioeconomics. If you’re looking for a one stop professional firm for your investment and insurance products, RPS Financial is the best choice !

I’ve been having a great experience working with Retirement Planning Solutions. The team is great and Josh has been amazing at breaking things down into easy to understand terms, with quick replies and has been essential in helping me with my retirement planning. Highly recommend Josh McWilliam!

Always quick, helpful and efficient, the team at Retirement Planning Solutions is absolutely wonderful to deal with. The topic of finances is an unfamiliar subject for some but Josh, without fail, takes the time to explain everything and he is extremely patient. I definitely recommend their services to anyone looking for a financial advisor.

Kaming provides a personalized service that helped me understand more about my own personal financial goals whole ensuring I made the right decisions to achieve them. His attention to detail and the undeniable results I have seen in my portfolio are the reason I will be his client for life.