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892 East Brighton Avenue, Syracuse, NY 13205

315-701-4440
cc@retirewithria.com
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Retirement Planning

Let Retirement Income Analysts take the stress out of your retirement planning with an Accredited Investment Fiduciary.

Investment Advice

Smart financial advice for the discerning investor.

Estate Planning

Preserve a legacy that will last.

Track all markets on TradingView

Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Assess

Data-driven analysis is the foundation for everything we do.

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Plan

Individualized strategies ensure that your goals are always a priority.

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Manage

Our comprehensive financial management means we're ready to address your every need.

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Am I Retirement Ready?

Am I Retirement Ready?

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?
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Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Meet Our Team

Chip Coughlin

Chip Coughlin AIF®, RMA®, BFA™, CWS®, AAMS®

Owner / President

Lisa Thurston

Lisa Thurston BFA™

Executive Office Coordinator

Kathy Pieples

Kathy Pieples

Director of Compliance & Office Assistant

Mary Lou Walker

Mary Lou Walker

Administrative Professional

Devon Zalla

Devon Zalla

Administrative Assistant

Kyle Wentland

Kyle Wentland

Advisor

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Questions? Comments?

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