Kaysi Whelan

Welcome to Ritrovare Financial & Insurance Solutions, a firm specializing in retirement planning and estate conservation. Financial Advisor and Founder, Kaysi Whelan, partners with her clients with the simple goal of empowering them to move from living in their finances to leveraging their finances.

• Help you clarify and define your goals

• Recommend solutions that fit your unique needs

• Deliver timely information, in common language, not industry jargon

• Explain how changing financial conditions affect you

• Monitor your financial progress

• Make investment strategies easier

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

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.