Comprehensive Advisory Services

Sign up for your own personalized comprehensive retirement financial plan.

For most of our clientelle, receiving a comprehensive financial plan is the most important step in analyzing your situation, evaluating your goals and putting the steps in place to successfully become financially independant.  Our comprehensive financial planning services will give you the education clarity and advice to make important decisions and get you on the path to success.

1. Fiduciary - as a fiduciary, we are obligate to do what is in the best interest of our clients.  We will always work to serve your needs over our own.
2. Certified Financial Advisors - Our advisors are all experienced and Certified Financial Advisors, CFP(r).  You can learn more about CFP Board at: https://www.cfp.net/
3. Comprehensive Retainer Fee - Typically for one small fee, our clients can go through an unlimited number of meetings for up to 1 full year to evaluate their financial situation and come up with a plan to help them reach their financial goals.  
4. Planning Separate from Investment Management - Our comprehensive financial planning process is designed to be provided separate from our investment management service.  All clients can request a financial plan without the expectation or requirement to buy products or investment management.

We are an Registereded Investment Advisory firm and offer a variety of options to help create a comprehensive retirement strategy to meet your needs. We focus on:

• Financial Independence
  
• Asset Accumulation
  
• Investment Management
  
• Retirement Planning
  
• Risk Management
  
• Tax Strategies
• Estate Planning Strategies

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.

We want to be your trusted resource for financial, investment management and preparing for a successful retirement. 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.