is Retirement Strategies, Inc.?
company which helps our clients structure their financial
life in a way which is both manageable and effective, and
results in the attainment of their most important financial
goals, such as making sure their money lasts through their
do businesses need our services?
can help develop strategies that can reduce taxes and employee
turnover, and provide financial security for the businesses
and their employees.  By helping businesses with benefits
such as Pension, Profit Sharing and 401(k) Plans, our business
clients get the most from the investment they have made in
do retirees or those nearing retirement need our services?
retirees have, for most of their lives, lived the life described
below. They have not had the time, energy, or support
needed to become an expert in the complex world of financial
management. Now, they are faced with the huge
responsibility of making sure their retirement money
lasts. They need our help, because we have spent our
careers, learning and implementing the strategies they now
do younger people need the services of Retirement Strategies,
people are very proficient and effective in their careers.
Within their skill sets and using the support systems of their
company, they use available information to make good
decisions, making money for themselves and/or their
company. Once they get home, however, things start to
get a little “blurry”. When they enter their
home they are hit with all the “urgent” matters
of everyday life, and fail to get around to some of the most
“important” issues. They have no support
system to help them gather and analyze information and too
often they simply make no decisions or, what
is sometimes worse, they make poor decisions.
In the best case scenario, this can cause them and their families
to lose money and not reach long term goals. In the
worst case, they could lose everything financially.
these people, we are very proficient and effective in our
career, and our career is to be their support system,
once they get home, so that the good financial decisions are
made there as well.
is the process used by Retirement Strategies, Inc.?
begins with data gathering to establish
what our clients’ goals are and what they are
doing currently to attain those goals. From our analysis,
different strategies are developed, offering our clients
multiple ways to solve different problems.
next step is co-creation, during
which we present how different strategies might impact
the client’s situation. From this information,
we and the client decide how we will proceed.
then facilitate the implementation
of the steps, which have been decided upon.
we periodically monitor the results
of our steps, to insure that as factors change, our
plan is still effective in reaching your goals.
a free consultation to see if we may be able to help make your financial
life more effective and less hectic, contact