Retirement and Financial Strategies is a locally owned and operated business that was created to offer you a highly focused resource for your financial planning and investment management needs.

We offer investment management services, comprehensive financial and retirement planning, as well as risk management for possible premature death and/or long term care health needs.

Please click on our team member links on our home page to learn more about our team.

Current clients can use our client login link to view your accounts.
If you are not a current client but are interested in learning more about our services, please give us a call to set up a no cost introduction meeting to see if it makes sense for us to establish a relationship.  We are accepting new clients as a team of advisors.
Just some of the questions we may be able to help you with are as follows:
  • Am I invested correctly for my goals and risk level?  Should I be adjusting my investment allocations?  What are some things I may be able to do to manage market risk and return potential pertaining to my nest egg?  What are things I can do to improve my chances of making my money last for all my lifetime?
  • What should I be considering regarding my tax situation and potential ways to reduce my taxable income?
  • How will I replace my work income once I am retired?
  • What are my options with my employer 401(k) plan?
  • Am I on the right path to increase my chance of accomplishing my goals?  Am I saving enough?  Am I withdrawing too much?
  • When should I begin social security income?  What company pension payout option may be best for my situation?
  • Do I have enough life insurance in event I decease prematurely?  Should I be considering long term care insurance in my situation?
  • What should I be considering regarding the eventual transition of my assets to my heirs upon my death?