A complete list of active advisors currently associated with Retirement Strategies

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

Retirement Strategies provides investment advisory and portfolio management to individuals, high‑net‑worth clients, and small businesses, and also offers project‑based and hourly financial planning and consulting on topics such as retirement planning, estate planning, college savings, and business planning. The firm reports managing roughly $6.75 million across discretionary and non‑discretionary accounts for about 58 clients. The firm’s investment process combines quantitative, fundamental, technical, cyclical, and economic analysis to inform both long‑ and short‑term trading and strategic asset allocation, and typically implements strategies under discretionary authority with ongoing performance and exposure reviews. Retirement Strategies assists clients in establishing custodial accounts (recommending Charles Schwab as a primary custodian) and conducts suitability reviews and annual account evaluations. Distinctive features disclosed in the brochure include the practice of directing some clients to third‑party advisers with fee‑sharing arrangements (including a stated relationship with Advisors Asset Management) and the firm principal’s operation of a separate insurance agency that offers fixed life insurance, each of which the brochure identifies as creating potential conflicts of interest the firm seeks to manage. The firm also maintains a stated account minimum (which may be waived) and discloses receiving non‑monetary services and business support from its recommended custodian, which can create an incentive to recommend that custodian.

To learn more about the advisors currently working at Retirement Strategies, 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.

Name	Location	Years of experience
Damon George	Longview, WA	25

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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