Advisory Services

We want to be your trusted resource for financial planning information. We are less focused on what the market did today than we are about answering your specific questions and shedding light on what you need to know. Are your current financial resources sufficient to achieve your future goals? Are you on track for retirement? Retirement Strategies will educate you on how to answer these questions. 

We are an independent advisory firm and offer a variety of options to create a comprehensive retirement strategy to meet your needs. We focus on:

  • Financial Independence
  • Asset Accumulation
  • Investment Management
  • Risk Management

Our process provides prudent investment and risk management strategies, as well as coordination of tax planning, estate planning and income distribution strategies. We have extensive knowledge and experience in coordination of public employee pensions (i.e. STRS, PERS, SERS, FERS) and social security distribution strategies.

Retirement Strategies' team develops and delivers all of our services personally and locally in our office, not outsourced to third party advisers. We do coordinate the delivery of our services with other professional advisers such as attorneys, CPA's, etc. 


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