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Every Retirement Journey is Unique

Your retirement journey is unique and should be built on trust, financial peace of mind, balance, and a plan that adapts as life changes.

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Your Retirement Journey Is Unique—Your Plan Should Be Too

We believe:

  • Trust is the foundation of every successful relationship.
  • Financial peace of mind comes from knowing your plan is working for you.
  • Life happens, and your financial strategy should be prepared for the unexpected.
  • Balance matters—you should enjoy today while still planning for tomorrow.

What Makes Us Different

At Retirement Resource, you don’t have to navigate life’s biggest financial decisions alone. We’re your first call when life happens, offering a team-based approach built on trust.

More Than Just a Plan

Retirement planning goes beyond numbers. We help you structure income, plan for taxes, and prepare for the “what ifs”—so you’re ready for whatever comes next.

Guidance That Evolves

By staying ahead of industry and legislative changes, we ensure your strategy reflects the most current thinking and best practices.

Here for Every Step

We take the time to understand you, so when life happens, we can say:
“Let’s figure this out—together.”

We take the time to know you, so when life happens,
we can say: “Let’s figure this out—together.”

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relationships built on care & trust

Our team proudly serves customers in West Fargo, North Dakota and the surrounding communities and clients virtually across the US, offering comprehensive Financial Planning and Asset Management services. We believe every client is part of our extended family, and we approach each relationship with the same care, trust, and commitment we would give our own.

Our mission is to provide local families and businesses with innovative financial strategies, tailored solutions, and thoughtful planning designed to bring financial clarity, security, and financial peace of mind for generations to come.

LEARN MORE ABOUT OUR TEAM

Tune into our podcast

The Retirement Roundtable with Veronica Redfield and Grant Hartmann brings clarity to life’s biggest financial decisions. Each episode explores practical strategies, family-focused planning, and experiences insights to help you build security and confidence for retirement. Whether you’re just starting to plan or fine-tuning your future, Veronica makes complex topics approachable—like sitting down at the table with trusted family.

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Veronica Redfield received the Gradient Women in Business Distinguished Speaker distinction in 2021*. Women in Business is a group of forward-looking, successful women in the financial services industry.

This distinction is given to financial services professionals who serve a leadership role in Women in Business and who host a webinar or seminar to share their unique perspective.

 

*Ed Slott and Company provides training to financial professionals in exchange for a fee of $9105 annually. Ed Slott and Company are not affiliated with Retirement Resource Wealth Management. Ed Slott and Company provides financial professionals with instruction, IRA information, and various written materials that may help them apply the principles of planning IRA distributions to the affairs of a particular client. The terms “Ed Slott’s Elite IRA Advisor Group,” “Ed Slott’s Master Elite IRA Advisor Group,” “Ed Slott’s Master Elite IRA Advisor Group Charter Member” or any other similar term used in relation to a financial advisor identified is solely an indication that the financial advisor so identified has attended training provided by Ed Slott and Company. The financial professionals identified receive ongoing training through Ed Slott’s Elite IRA Advisor Group, Ed Slott’s Master Elite IRA Advisor Group, or through other continuous training conducted by means of workshops, teleconferences, electronic correspondence or other conventional means of training. Ed Slott and Company has not conducted any background checks and has not in any way qualified any of the financial professionals who attend its training. Ed Slott and Company makes no representations regarding the financial professionals or the quality of the service they provide. Working with a “Ed Slott’s Elite IRA Advisor Group,” “Ed Slott’s Master Elite IRA Advisor Group,” “Ed Slott’s Master Elite IRA Advisor Group Charter Member” or any other similar term used in relation to a financial advisor does not guarantee investment success. No assurance can be made that working with a financial professional that has completed training with Ed Slott and Company will produce better results than working with a financial professional that has not completed the training.

Reducing Lifetime Income Taxes in Retirement

(For clients with 1MM or more in assets)
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Strategic Roth Conversion Planning

For many clients’ approaching retirement, a large portion of their savings sits in pre-tax accounts like IRAs, 401(k)s, and TSPs. Without a plan, those balances can create significant tax challenges down the road.
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Holistic Planning

Our experience tells us that the most effective retirement planning looks at every aspect of your financial life before making a single recommendation. Every decision affects your nest egg, and our goal is to make sure all the pieces work together.
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Women in Transition

Major life changes can have a significant impact on your financial future. Whether you're navigating divorce, widowhood, a career transition, or another important life event, we provide personalized guidance to help you make informed decisions, gain financial clarity, and move forward with confidence and control.
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Planning for Widows and Widowers

Losing a spouse is one of the most difficult experiences anyone can face. Along with the emotional weight of grief, there are often immediate financial decisions and administrative responsibilities that must be handled during an already overwhelming time.
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Organized Financial Life & Ongoing Guidance

Retirement planning is more than investments. It’s about keeping your financial life organized and making sure your plan stays aligned as life changes.
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Proactive Planning

At Retirement Resource, we’re always working for you—even when we’re not meeting in person. Planning is an ongoing process, not just a one-time conversation.
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Understanding Taxes, IRMAA and Retirement Income Planning

Many retirees have built significant savings across IRAs, 401(k)s, TSPs, and brokerage accounts. The challenge isn’t saving—it’s turning those assets into tax-efficient income that lasts.
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How We Work

Learn more about our process by downloading the resource below
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Secure your family’s tomorrow

with trusted financial guidance.

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