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Picture retirement your way…are you on course to get there? Retirement Strategies can be your guide.

As retirement approaches, you probably feel a mix of excitement, relief, apprehension and perhaps even frustration. “Retirement” is a different destination for each person, but it is a new life chapter for everyone.

So when you’re embarking on a retirement that could be as long as or longer than your career, ask yourself: “Do I have a plan that’s working? Am I on course to get there?” If not, the CERTIFIED FINANCIAL PLANNER™ professionals of Retirement Strategies can help.

Our mission is your freedom. Freedom from worry by gaining true peace of mind you’re making smart choices, based on advice from advisors you trust. “Wealth” means different things to different people. To some, it means financial security; to others, it means making a difference or being able to live a certain way. At Retirement Strategies, we’re most interested in one definition of wealth: yours.

So our first investment always is time. We listen to what wealth really means to you…and learn your financial vision, your goals for this new, exciting stage of life and your personal values for the future. Your outlook becomes our compass as we help you build the roadmap of your financial future.

Our caring, principled financial advisors know wealth is much more than just what people earn; true wealth is found in a purposeful life. That ideal has guided us and our clients well as we’ve helped them—and now some of their children—for the past two decades.

Please explore our website and contact us. We’ll help you navigate the exciting course ahead.

Insights: The RSI Blog

2nd Quarter Economic Review & Analysis: Can the Smooth Sailing in Retirement Planning Continue?

by Tom Haggerty, CFA®, Investment Research/Portfolio Manager After a somewhat volatile start to 2014 in the 1st quarter, the 2nd quarter saw gains across virtually all asset classes. In contrast to Q1, where surprisingly fixed income was the strongest wealth management category, global equities turned in the highest gains in Q2. All six categories we [...]

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