RETIREMENT STRATEGIES

Overview

Retirement Strategies is organized as a limited liability company operating as an independent registered investment adviser serving individual and family clients. Ownership is held by an individual owner and the firm acts as a capital allocator, meaning it places client capital with outside managers in addition to managing portfolios directly. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include asset-based fees, hourly billing, and fixed fees. The firm reports an affiliation with an insurance company and does not describe itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices