Client Resources

Retirement Strategies Ltd. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Retirement Strategies Ltd. and its representatives are properly licensed or exempt from licensure. 

Retirement Strategies Ltd. does not provide tax, accounting or legal advice. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Retirement Strategies Ltd. unless a client service agreement is in place.  

Click here for RS Form CRS - updated 5-29-2020

Click here for RS Form ADV Part 2A and 2B combined - as of 6-23-2020

Click here for RS Privacy Policy - updated 2017