Successful Retirement Solutions, LLC
Our vision is to ensure our clients’ success with remarkably creative solutions backed by unparalleled personal service.
Our passion is helping clients prepare for the retirement lifestyle of their dreams.
Our team members are dedicated, results-oriented and trustworthy individuals who eagerly develop and grow personally and professionally. Our team of driven, competent and compassionate people forms an unmatchable synergy known to others as Successful Retirement Solutions, LLC, a Registered Investment Advisor firm.
Our customers are both companies and individuals. In each case, our customers benefit from our expertise and long-term commitment to their financial service needs. We will always be sure that we add value to these individuals before we establish a mutually beneficial, long-term relationship with them
David R. Nagy – Investment Advisor Representative
As a conservative wealth manager with over 30 years of experience in the financial services industry, David Nagy has extensive knowledge of the pressing issues facing those who are in or near retirement. Using a defined process, powerful tools and technology, David creates personalized financial plans that help clients accumulate wealth and generate a predictable retirement income.
David founded Successful Retirement Solutions, LLC, a Registered Investment Advisor firm, with the goal of providing personalized financial services for clients at all income levels and he continues to serves as the CEO. He attributes his success to being passionate and committed to helping his clients achieve the goals that are the most important to them.
As a survivor of Hodgkin’s Lymphoma, David finds great joy in helping others plan for retirement while making sure they protect their families. He learned at a young age that you never know what the future holds and it is his goal is to help his clients plan for the unexpected, which includes having the appropriate health insurance, life insurance and trusts.
David enjoys living life to the fullest and participating in extreme sports. He taught skydiving for almost 10 years and raced a Dodge Viper for two years. David’s many hobbies include surfing, racing his off-road Polaris RZR, dirt biking, snow skiing, scuba diving, wake surfing, and mountain biking.
Successful Retirement Solutions, LLC offers professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC registered investment advisor firm offering clients over 20 proprietary portfolios. The portfolios are managed by the President Of Gradient Investments Michael Binger, Senior Portfolio Manager Mariann Montagne and Senior Portfolio Manager Gradient Investments, Jermey Bryan.
These three industry leaders now offer our clients their combined expertise. Binger brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. Montagne has 20 plus years of working with both institutional and high net worth clients and has amassed a strong breadth of investment experience in her tenure. In addition, Binger and Montagne are regular contributors to CNBC, Fox Business, Forbes, The Wall Street Journal and have many other national publications.
Whether your financial goal is preserving principal, maximizing income or accumulating capital, our third-party money managers have carefully designed a strategy to help you achieve your long-term financial goals.
Michael Binger, CFA®
President of Gradient Investments, LLC
Mr. Binger is the President of Gradient Investments. He has been with Gradient Investments since 2012 and has more than 30 years of total investment management experience. Mr. Binger’s prior roles include managing multi-billion dollar investment products for a large institutional asset manager. He graduated with a bachelor’s degree from the University of Minnesota and is a CFA® charterholder. We believe that he brings a depth of market experience that is rare within the industry and has been a featured contributor with several media outlets including CNBC, Fox Business, Barron’s, and The Wall Street Journal.
Jeremy Bryan, CFA®
Senior Portfolio Manager of Gradient Investments, LLC
Mariann Montagne, CFA®
Portfolio Manager of Gradient Investments, LLC
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.