Are You On Track For Retirement?
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...