Are You On Track For Retirement?
With years of experience in the financial services industry, we provide comprehensive retirement planning and investment management strategies. Along with risk management, estate planning and tax mitigation strategies, we can help you attain the financial stability and clarity you desire.
Contact us for a complimentary evaluation.
- Are you clear regarding your own financial picture and that you are on track for retirement?
- Are you looking for comprehensive fee-based financial planning or investment management guidance & advice?
- Are you going through a life event like divorce, death of spouse or job loss?
- Are you a state employee looking for advice with expertise in benefits for OPERS or STRS employees?
- Want a second opinion to your current bank, insurance agent or broker advice?
- Do you need assistance with risk management, estate planning, business accounting or taxes?
Investment Management
We are committed to the development of a long-term wealth management strategy based on the generally accepted principles of asset allocation. Our focus aims to balance risk and reward by selecting a portfolio's assets according to an individual's goals, risk tolerance and investment time horizon.
Asset Accumulation
It is important to develop a defined and disciplined approach to specific savings goals. We work with clients in addressing a number of key elements, including: identify specific savings goals; define the target dates for your goals; develop / maintain an emergency reserve fund for short term liquidity, etc.
Key Planning Issues
Retirement Strategies, Ltd. addresses a wide range of financial planning issues that we believe to be crucial to the health of your financial life. The issues that we evaluate include but are not limited to: social security benefit eligibility, retirement savings plans, investment management, etc.
Life Event Planning
Organizing Your Finances Through a Life Event Life events can be a devastating time for you and your family not only emotionally but financially as well. When a Life event happens like the death of a spouse, illness in the family, a job loss, a divorce or just the simple act of caring for an aging...