Established local presence Leverage Retirement Income Solutions' 30+ year history in the Ann Arbor area and its local, fee-only, independent model to position as a trusted advisory partner for regional families and individuals seeking retirement planning and investment management.

Growth opportunities With 11-50 employees and revenue in the mid six-figures to seven-figures range, there may be upsell potential in expanding advanced planning services, fiduciary advisory offerings, or scalable advisory platforms to support growth and attract higher-net-worth clients.

Strategic partnerships Existing corporate sponsorship with University Musical Society and community ties present a pathway to co-branded financial education programs, sponsorships, or events that can generate referrals and enhance brand credibility among educated, local audiences.

Asset allocation signals Recent substantial ETF investments in emerging markets indicate an active, perhaps transitionary, growth strategy. This could open conversations about expanding access to thematic or model-based portfolios, ESG alignment, or risk-managed exposure for clients migrating toward global opportunities.

Technology enablement Utilize the current tech stack (Office 365, web technologies, analytics tools via Google Tag Manager, etc.) to propose modern digital onboarding, client portals, and automated reporting to improve client experience and scale service delivery for a growing client base.