Resource Partners

Meet our Resource Partners

As an independent firm, we place a high value on the benefit of selecting the quality firms we choose to help us deliver exceptional value to our clients

PCS 401(k) Recordkeeper

FormulaFolio Investments

KBKG Tax Consultants

BlueLeaf

EP Cloud

RightCapital

National Association Tax Professionals

ID Theft Protection with Full Restoration

Guideline for Advisors

Next Steps

Doing the same thing and getting the same results is the easiest path that most people take. Making a decision and doing something takes effort. Make a decision to have a thoughtful conversation.

Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Thoughtful Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Thoughtful Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

The Better Business Bureau (BBB) is a membership organization governed by The Council of BBBs, Inc. Businesses in the U.S. and Canada may apply for accreditation with their local BBB and are evaluated on eight BBB Standards of Trust, which are defined as a comprehensive set of best practices for how businesses should treat the public in a fair and honest manner. Businesses must pay a fee for accreditation review and monitoring for continued compliance to BBB standards when applying for accreditation. BBB assigns ratings to accredited businesses, which range from A+ (highest) to F (lowest) and are based on a defined set of rating elements. BBB logos and/or trademarks are property of their respective owners and no endorsement of Gary LoDuca or Thoughtful Advisors is stated or implied. BBB and Retirement Wealth Advisors, Inc. (RWA) are not affiliated.
For the detailed requirements of the Better Business Bureau, please visit: https://www.bbb.org/

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