West Fargo, ND - February 09, 2026 - Retirement Resource Wealth Management, a financial planning firm based in West Fargo, is taking a team-based, fiduciary approach to retirement planning, helping individuals and families navigate complex financial decisions with ongoing guidance rather than one-time recommendations.
As retirement planning grows more complicated due to changing tax laws, longer life expectancies, and shifting family dynamics, the firm says many individuals are seeking more consistent support. Rather than focusing solely on investments, Retirement Resource Wealth Management works with clients to address retirement income planning, beneficiary reviews, tax considerations, and long-term legacy goals.
“People often come to us with a lot of information but very little clarity,” said Veronica Redfield, President and Financial Advisor at Retirement Resource. “Our role as fiduciaries is to help clients make sense of their options and guide them through decisions that can change over time.”
Addressing the Limits of Traditional Planning
According to Retirement Resource Wealth Management, many retirement plans are created with a narrow focus on asset accumulation, without fully addressing how income will be used, how beneficiaries are structured, or how plans should adjust when life events occur. Changes such as the loss of a spouse, health concerns, or family responsibilities can significantly affect retirement strategies.
To address this, the firm uses a collaborative planning process that brings clients into the conversation at every step. Advisors work together as a team to review financial details, explain trade-offs, and adjust strategies as circumstances evolve.
“Our clients aren’t handed a plan and left to figure it out on their own,” Redfield said. “We review things together, revisit them regularly, and make changes when life calls for it.”
A Fiduciary, Client-First Standard
As fiduciaries, Retirement Resource Wealth Management advisors are legally obligated to act in their clients’ best interests. The firm says this standard shapes every recommendation, from investment allocation to beneficiary designations and income strategies.
Beneficiary and legacy planning is a key part of the firm’s work. Without regular reviews, outdated designations can lead to confusion or unintended outcomes for surviving spouses or heirs. Retirement Resource Wealth Management helps clients review and update these details to align with current goals and family circumstances.
The firm also collaborates with attorneys and tax professionals when appropriate to support a coordinated planning process.
Ongoing Guidance Through Life Changes
In an environment where financial advice is widely available online, Retirement Resource Wealth Management positions itself as a consistent point of contact for clients facing important decisions. According to the firm, even small questions—when addressed early—can help prevent larger issues later.
“You don’t always know what questions to ask until something changes,” Redfield said. “That’s why having an established relationship matters.”
Retirement Resource Wealth Management offers consultations for individuals and families seeking retirement planning support built on collaboration, fiduciary responsibility, and long-term guidance.
For more information about the company and its services, visit www.retirementresourcend.com.
About Retirement Resource
Based in West Fargo, ND, Retirement Resource Wealth Management is a financial planning firm that provides holistic retirement guidance through a team-based approach. Led by President Veronica Redfield, the firm moves beyond traditional money management to offer a relationship-driven experience, supporting clients through life’s transitions—from tax law changes to family dynamics. By collaborating with legal and tax professionals, the team helps families navigate retirement income, asset inheritance, and beneficiary reviews. At Retirement Resource, clients are never just account numbers; they receive a dedicated partnership focused on creating financial clarity and protecting their legacy.
Disclaimer: This press release may contain forward-looking statements. Forward-looking statements describe future expectations, plans, results, or strategies (including product offerings, regulatory plans and business plans) and may change without notice. You are cautioned that such statements are subject to a multitude of risks and uncertainties that could cause future circumstances, events, or results to differ materially from those projected in the forward-looking statements, including the risks that actual results may differ materially from those projected in the forward-looking statements.
Media Contact
Company Name: Retirement Resource Wealth Management
Contact Person: Veronica Redfield
Email: Send Email
Phone: 701-639-7899
Country: United States
Website: https://www.retirementresourcend.com/
