As an employee of a state-run pension system, you are provided with valuable benefits that if navigated properly can have a true impact on your financial goals. Regardless of age or how close you are to retirement, our team will work with you to fully understand and review your financial situation, evaluate options and create a financial plan personalized to their own situation. Utilizing complex and comprehensive financial independence software programs, our advisors will guide you through the education process allowing you to make the right decisions for you and your family.
With years of experience providing independent financial planning to State employees, Retirement Strategies is uniquely positioned to support you through your planning process into and through retirement. We follow a disciplined approach which includes the following stages:
1. Determine your current financial situation
2. Help identify and develop your financial goals
3. Analyze and assess your current progress for success
4. Present and evaluate alternative strategies
5. Create and implement a financial action plan
6. Monitor your plan
To learn more about our RS WealthBuilder financial planning program, Click HERE to be contacted by one of our advisors.