A complete list of active advisors currently associated with Retirement Strategies, Ltd.

Warmer can help you find a great advisor at Retirement Strategies, Ltd. or one who fits your needs even better.

Retirement Strategies, Ltd. advises individuals (including high-net-worth clients) and retirement plan sponsors, offering comprehensive portfolio management, financial planning and consulting, employer savings plan monitoring, employee benefit plan consulting, and referrals to third-party money managers. The firm also provides client communications such as monthly and quarterly newsletters and conducts educational seminars and workshops for prospective and current clients. The firm’s portfolio management process begins with one or more client meetings to assess goals, resources, and risk tolerance, and it typically employs mutual funds, ETFs, individual stocks and bonds with regular (at least quarterly) account reviews and periodic rebalancing. Retirement Strategies uses a mix of fundamental and technical analysis, may engage independent money managers, and acknowledges its fiduciary duties when advising retirement-plan accounts under ERISA. Compared with many peers, the firm combines advisory services with employee-focused education through third-party education platforms and on-site seminars, and some principals are passive partners in RS Tax and Accounting Services, LLC—an affiliation disclosed in the brochure. The firm discloses material changes in its annual brochure (most recently noting an update to planning fees) and notes that several representatives are dually registered or licensed to offer broker-dealer and insurance products, a fact it discloses as a potential conflict of interest.

To learn more about the advisors currently working at Retirement Strategies, Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.