Kaysi Whelan

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 our 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.