Retirement Strategies, Ltd.

Retirement Strategies, Ltd. is an investment advisory firm based in Dublin, Ohio, specializing in comprehensive portfolio management, financial planning, employer savings plan monitoring, employee benefit plan consulting, newsletters, and educational seminars. Established in 2012, the firm offers services such as Wealth Builder Plan, Financial Planning & Consulting, and Employee Benefit Plan Consulting. Clients can expect personalized financial plans, investment advice, and assistance in various financial aspects like cash flow management, risk management, retirement planning, college planning, and estate planning. The firm charges fees based on a tiered percentage of assets under management for Comprehensive Portfolio Management, with rates ranging from 0.40% to 1.20%. Financial Planning & Consulting services are billed on an hourly or flat fee basis, typically ranging from $500 to $5,000. Employer Savings Plan Monitoring fees range from $250 to $2,500 annually. The firm does not charge performance-based fees and acts as a fiduciary, obligated to act in clients' best interests. Clients have the option to place restrictions on investments and can expect regular account reviews and updates. Retirement Strategies, Ltd. does not accept proxy authority to vote client securities and maintains client assets with qualified custodians. The firm does not have any material disciplinary events in the past 10 years and does not have financial conditions impairing its ability to meet obligations. Clients can contact the firm for more information on its services, fees, and investment strategies.