Retirement Investment Advisors – Randy Thurman: As Seen in Kiplinger

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Visit Randy Thurman and Retirement Investment Advisors at

Focusing on the importance of clients’ lifestyle choices, rather than merely money, is what drives financial advisor Randy Thurman to take a very personal approach to financial planning. “Clients are surprised when we turn the conversation away from financial statements,” explains the Retirement Investment Advisors, Inc. CEO. “We ask, ‘What matters the most to you in life?’”

Thurman’s focus on quality of life during retirement has helped place Retirement Investment Advisors on more than 35 national publications’ rankings of the nation’s top financial planning companies.*

“We concentrate on the needs of Baby Boomers, an age group that demands transparency, honesty, and the widest options available when planning for their futures,” says Thurman who is among an elite group of financial advisors whose training and experience earned them the prestigious CERTIFIED FINANCIAL PLANNERTM designation. CFP® professionals address their clients’ entire financial picture, from budgeting, to planning for retirement, to saving for education, to managing taxes and insurance coverage.

The basic six-step financial planning process has long been the proven standard for Certified Financial Planner™ professionals. Financial planning takes the guesswork out of managing your finances and helps you understand the implications of each financial decision you make.

“Your savings nest egg isn’t simply money. To accomplish what you have has taken many years of sacrifice, rolled up sleeves, nose to the grindstone, hard work, late nights, stressful meetings, and missed family time,” explains Thurman. “We honor what you’ve been able to do. All those years, you worked hard for your money. Now it’s time to make sure it’s working for you.”

With six CFP professionals, including two women, Retirement Investment Advisors manage the financial portfolios of clients. They help them to transform savings into a lasting legacy.

“Unless advisors are truly independent, their recommendations to clients can be influenced by the corporate objectives of the big name firms. Those objectives are often misaligned with those of our clients. Our role is to protect our client’s best interest,” says Thurman.

As independent, fee-only investment advisors, the firm only works for its clients. Compensation is completely transparent. No one receives compensation from any outside investment company, so advisors are never motivated by commissions, sales quotas or incentives to keep a client actively trading. They have the luxury of being able to recommend long-term investments or more frequent trades if that’s what is best to help an individual meet his or her unique goals.

“We want to be there every step of the way for our clients,” Thurman concludes. “Our advisors are available throughout the stages of life to help them stay on the path to financial security for a lifetime.”

Whether one’s riches are counted in millions or with a few less zeroes, everyone wants to preserve hard-earned assets. Retirement Investment Advisors will assess your retirement readiness and take a second look at your current portfolio in a complimentary consultation with one of their CFP® professionals. Allow them to show you why so many choose them as their guide on the path to retirement.

As Seen in Kiplinger

Retirement Investment Advisors
Oklahoma City
3001 United Founders Blvd., Suite A
Oklahoma City, OK 73112
(405) 842-3443

Edmond, OK
2952 Via Esperanza
Edmond, OK 73013
(405) 246-0404

Frisco, TX
9300 John Hickman Pkwy., Suite 504
Frisco, TX 75035
(972) 377-2850


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