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Founded in 1990, Retirement Resources is a FINRA registered broker dealer and an SEC registered Investment Advisor. Our specialty is improving the success of 401(k), 403(b), Profit Sharing and other institutional retirement plans. We are an independent firm accountable directly to our clients. We have no proprietary mutual funds, annuities of other investment products to hawk to you. The Firm's two principal executives are Jim Phillips and Patrick McGinn. Together we bring you 50 years of specialized experience in investments, retirement plans and employee communications. Jim Phillips is President of RRIC, and has been in the securities industry since 1976. He holds the following securities registrations: Series 4, 7, 24, 53, 63 and 66. Jim began his career at Merrill Lynch in the mid-'70s and worked for large national firms for approximately 14 years. In 1990, Jim moved to the "independent" side of the industry by founding the firm. This allowed him to serve clients in an environment free of the proprietary products and other embedded conflicts present at some larger firms. Jim's academic background is in economics, and he was a charter member of the Northeastern University chapter of Omicron Delta Epsilon, the International Honors Society in economics. Jim has written articles for Defined Contribution Insights magazine, has contributed to two books on retirement plans and has been a frequent speaker at SPARK conferences (Society of Professional Asset-Managers & Record Keepers). Jim is married (38 years!), with two sons. When he's not in the office, Jim enjoys a variety of outdoor activities with his family and sneaks in a few holes of golf when he can. Both Jim and Patrick have completed the training to earn the designation Accredited Investment Fiduciary. Patrick McGinn is a Vice President and Retirement Plan Specialist, and has been in the securities industry since 1993. Following a stint at the Allied Irish Bank, in Dublin, he came to work for Jim. Patrick holds the Series 7 and 63 registrations, the above mentioned Accredited Investment Fiduciary designation and Patrick is also a Chartered Financial Analyst (CFA). Patrick graduated magna cum laude from Stonehill College, with a major in Finance. Patrick has been married for 15 years and has two young boys. He enjoys running (and actually completed the Boston and Big Sur Marathons!) and is active in his church, including serving as Treasurer. We are the recipients of three Signature Awards from the Profit Sharing 401k Council of America (PSCA) for our work in improving the retirement plan results for a large healthcare organization.
If you choose to do business with Retirement Resources, you will be treated honestly, fairly and capably. We have the stability, integrity and expertise to help you to achieve your goals. Please call Jim Phillips or Patrick McGinn at (800) 846-3276 or contact us by e-mail: Jim@ret-res.com or Patrick@ret-res.com
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