Retirement Investment Advisors, Inc.

Don't go it alone. You need a team of professionals with you every step along the way. bit.ly/RIATeam

Starting a new job opens more than just the door to your future. When completing your onboarding paperwork, come prepared—know how you want to handle your tax withholding (Form W‑4), how to maximize your company’s retirement plan, and what level of insurance coverage you’ll need.

Our Key Financial Data card has information regarding contributions to IRA, 401k, HSA, and much more. Download it today! bit.ly/2026FinancialData

Our advisors have walked beside families through retirement, life transitions and everything that follows for over 35 years.

We are proud to celebrate the relationship we have built and the moments we have been honored to share with our clients along the way.

Learn more about our 35-year journey and how we can support you. www.TheRetirementPath.com/Anniversary

To know your net worth is to know your progress on reaching your financial goals, like retirement. Use our net worth calculator today! bit.ly/RIANetWorth

May 29 is 529 Day—a great reminder to invest in future education goals. A 529 plan offers tax-advantaged growth and flexibility to help families prepare for the rising cost of college and other qualified expenses. Starting early can make a meaningful difference over time.

If education planning is part of your financial goals, we’re here to help you build a strategy that fits your family’s needs.

Do you qualify for a Roth IRA? Contact one of our CERTIFIED FINANCIAL PLANNER® professionals for direction on your path to retirement.