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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.



Our Mission Is Simple: We Want To Reduce The Stress And Uncertainty Related To Your Financial Future.



Retirement Strategies Is An Independent Registered Investment Advisory Firm.



Our Team Will Identify Your Current Financial Situation, Goals For The Future, And The Probability Of Success.

  • 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?

How Can We Help?

Find out how we can help you reach your financial freedom.

Contact Us Now

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.

Financial Independence

We define financial independence as having the freedom to do what you want to do rather than what you have to do. Our firm has the experience and knowledge to help you design a plan for success as well as prepare you for any unexpected detours along the way.

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.

Risk Management

Unforeseen events have the potential of draining most if not all of a family's financial resources and disrupting their financial plan. Developing risk management contingencies as part of a financial plan helps reduce the impact of potential financial losses.

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.

RS WealthBuilder

RS WealthBuilder financial plan (Flat fee ranging from $250-$500): what are your financial goals and dreams?; what do you want to work on to better your situation?; do you want to get out of debt?; do you want to create wealth?; are you on track for retirement?

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...

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