CRD: 306082
Retirement & Investment Planning, Inc.
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- Custodian
- Charles Schwab & Company · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2020
- Office Locations
- 1
Office Locations
About Retirement & Investment Planning, Inc.
Retirement & Investment Planning, Inc. is a Michigan-registered RIA led by RICP Michelle Shawn, focused on individuals transitioning into retirement and their “next chapter.” The firm provides fiduciary financial and investment planning, portfolio construction, and asset-allocation guidance, primarily using public funds. It can also coordinate insurance solutions through an affiliated agency; custody relationships include Charles Schwab and Goldman Sachs.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHELLE ANN SHAWN
Chief Compliance Officer, President
- CRD
- #5480404
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,913,477 | -- |
| Total | $4,913,477 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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