Retirement Planning

That Feels Like Home

Your retirement journey is unique & your plan should be too.

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 and long-term relationships.

Retirement planning goes beyond numbers. It’s about preparing for the “what ifs.” We help you structure income, plan for taxes, and stay ready for whatever comes next—together.

We also believe great advising means never stopping learning. By staying ahead of industry and legislative changes, we ensure the guidance you receive reflects the most current strategies and best practices.

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, 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 peace of mind for generations to come.

Tune into our podcast

The Retirement Roundtable with Veronica Redfield brings clarity to life’s biggest financial decisions. Each episode explores practical strategies, family-focused planning, and expert 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.

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.

 

Asset Allocation

Asset Allocation helps you allocate investments across stocks, bonds, and cash to match your goals, risk tolerance, and timeline. We build tailored portfolios designed to help you work towards growing and protecting your capital, and adjust to market changes—providing disciplined guidance to support your long‑term financial future.

Empowering Women

Empowering Women offers financial guidance that helps women build confidence, clarity, and control over their money. We provide tailored strategies, education, and ongoing support to grow wealth, strengthen decision‑making, and create lasting independence. Our mission is to help women shape their own future!

Enhanced Planning

Enhanced Planning delivers personalized financial strategies that align your goals, resources, and long‑term vision. We help you organize, prioritize, and optimize every part of your financial life, offering clear guidance and proactive planning to build lasting confidence and stability.

Generational Vault

Your secure, virtual safety deposit box for life’s most important documents. Everything is organized and accessible 24/7 with bank-level encryption and easy sharing features, you and your loved ones gain peace of mind knowing your legacy is protected and your documents are always within reach.

Income Planning

Income Planning helps you build a reliable, tax‑efficient retirement income strategy. We review your assets, Social Security, pensions, and other resources to support your lifestyle and long‑term goals. With thoughtful planning and steady guidance, we help work towards reducing uncertainty and help your money last many years ahead.

Secure your family’s tomorrow

with trusted financial guidance.