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Ritrovare Financial & Insurance Solutions

Welcome to Ritrovare Financial & Insurance Solutions a firm specializing in retirement planning and estate conservation. As a personal financial professional, I can:

  • Help you clarify and define your goals

  • Recommend solutions that fit your needs

  • Deliver timely information

  • Explain how changing financial conditions affect you

  • Monitor your financial progress

  • Make investment strategies easier

Feel free to browse site. You'll find a variety of articles, calculators, and research reports that I hope will answer your questions or stimulate your interest.

At Ritrovare Financial & Insurance Solutions, I believe that good financial decisions don't have to be confusing.

I provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.

I invite you to review our educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming financial workshops that you may want to attend.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at kaysi@rtfis.com or call 503-987-3363.

Disclosure

Kaysi Whelan is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0M82674), OR, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Kaysi Whelan is licensed and authorized to offer insurance in California, but RITROVARE FINANCIAL & INSURANCE SOLUTIONS may not be. For additional information on California licensure status, please click here.

Kaysi Whelan is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4900 Sw Griffith Dr Ste 121, Beaverton, OR, 97005, 503-987-3363. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, OR, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

RITROVARE FINANCIAL & INSURANCE SOLUTIONS is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither RITROVARE FINANCIAL & INSURANCE SOLUTIONS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​