RETIREMENT INCOME STRATEGIES, LLC

Overview

Retirement Income Strategies, LLC is an independent registered investment adviser organized as an LLC and focused on individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and institutional portfolio services with insurance brokerage capabilities. Its fee menu is flexible — clients can be billed as a percentage of assets under management, on an hourly basis, or via subscription arrangements — which supports a mix of ongoing advisory relationships and project-based work. Investment activity tilts toward liquid, equity-oriented portfolios: exchange-traded equities are the dominant asset class in their separately managed account platform. The firm reports no active ESG integration in its process and is not structured as a capital allocator or family office. All reported assets are managed on a discretionary basis, indicating portfolio decisions are implemented by the firm rather than held solely as advisory recommendations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices