Client Services

We want to be your 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.

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.

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.

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.

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.

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 financial coach ($250 annually): 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?

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...