Retirement Strategies, Ltd.

It's In Our Name – It's What We Do!

Financial planner in Dublin, OH (show on map)

5.0

★★★★★

2 reviews

Retirement Strategies, Ltd. offers comprehensive retirement planning, investment management, and financial advisory services with a focus on financial independence and wealth creation.

Call (614) 799-8668

Navigate to Visit website

About

Retirement Strategies, Ltd. is a Registered Investment Adviser dedicated to providing unbiased financial planning, investment management, and overall financial success. The firm offers professional support, ongoing education, and informed direction to clients, with partnerships in insurance, accounting, elder law, healthcare, and employee benefits.

Services include retirement planning, asset accumulation, risk management, estate planning, and tax mitigation strategies.

Comprehensive advisory services

Specialized state employee retirement planning

Life event planning support

Diverse team of credentialed professionals

Services

Comprehensive Advisory Services

Unbiased opinions and guidance for long-term financial planning and investment results.

Goal setting Retirement planning Investment management

Financial Independence Analysis

Help clients achieve the freedom to do what they want rather than what they have to do.

Goal identification Risk management Estate planning

Investment Management

Develop long-term wealth management strategies based on asset allocation principles.

Asset allocation Risk and reward balancing Long-term portfolio growth

Asset Accumulation

Develop disciplined approaches to specific savings goals, including emergency reserves and target dates.

Goal identification Target date planning Emergency fund maintenance

Risk Management

Provide strategies to protect clients from financial risks, including disability, critical illness, and death.

Insurance solutions Estate planning Asset protection

Life Event Planning

Assist clients through significant life events such as divorce, death of a spouse, job loss, or other transitions.

Personalized support Financial reassessment Goal realignment

Credentials & Certifications

CFP®

CHFC®

CLU®

CRPC®

CPA®

EA®

MBA

Reviews

Rating

★★★★★

Reviews

"On-site services"

Frequently Asked Questions

Are you clear regarding your own financial picture and that you are on track for retirement? +

Retirement Strategies, Ltd. provides comprehensive fee-based financial planning and investment management guidance to help clients assess their financial picture and retirement readiness.

Are you looking for comprehensive fee-based financial planning or investment management guidance & advice? +

The firm offers comprehensive financial planning and investment management services tailored to individual client needs.

Are you going through a life event like divorce, death of spouse or job loss? +

Retirement Strategies, Ltd. assists clients through significant life events with personalized financial reassessment and support.

Are you a state employee looking for advice with expertise in benefits for OPERS or STRS employees? +

The firm provides specialized advice for state employees regarding OPERS, STRS, and other pension systems.

Want a second opinion to your current bank, insurance agent or broker advice? +

Retirement Strategies, Ltd. offers unbiased financial advice as an alternative or complement to existing financial advisors.

Do you need assistance with risk management, estate planning, business accounting or taxes? +

The firm provides comprehensive services including risk management, estate planning, business accounting, and tax advice.