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Financial Services Under 1 Roof

One Location For Your Financial Planning, Legal, Insurance and Tax Needs

Individuals and families that have searched for collaborative advice in a single location for much of their comprehensive financial needs have found it through the relationship of Retirement Strategies, Ltd., Golowin Legal, LLC., and RS Tax & Accounting Services, Inc. & Griffin-Lantz Insurance Agency. Each company will serve you with the highest levels of integrity, customer service and independence.

Take care of your financial planning, investments, estate planning, tax & Insurance needs today.

To set up a consultation, contact any participating firm directly or: 614-799-8668 / jlindner@retirement-strategies.com

Independent Advisors

We believe true independence when providing financial services is important to maintain proper focus on each individual client over specific company product sales initiatives.

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On Going Education

We believe financial education is critical in not only fully reaching your goals but understanding each service and program recommended.

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 Commitment to Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Exceptional Service

We believe providing exceptional service is key to assisting our clients in reaching their goals and maintaining protection against life's risks

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Managing Life Events

Managing Life Events

Life Events like: retirement, divorce, starting a new business, death of a loved one or spouse, a new grandchild, marriage or even buying a new house, all require financial decisions that will impact the rest of your life. 

The Under 1 Roof Network of advisors have a special skillset in working with most all life events and assist our clients not only through the transition but to be in a much better financial position.

* Retirement Strategies, Ltd., RS Tax & Accounting Services, Inc., and Golowin Legal, LLC & The Griffin-Lantz Insurance Agency, LLC. are each separate unaffiliated businesses serving clients in their own respective areas of expertise. Owners of Retirement Strategies, Ltd. are also minority owners of RS Tax & Accounting Services, Inc. In no way are any of these service providers liable for the acts of the others. This marketing piece is only intended to show that three of the four companies are located at one address and can and often do work together for common clients. The Griffin-Lantz Insurance Agency, LLC is located in another building approximately 1 mile away. Clients may work with only one or all of the companies if desired. Retirement Strategies, Ltd. is a Registered Investment Adviser.

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Take Steps Today to Manage Your Estate Tomorrow

In this ebook, you'll learn the critical elements of an estate strategy. Considering these crucial details may help an executor uphold your values, goals, and desires for your estate.



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