Strategic Retirement Solutions

We specialize in helping our clients make the critical and often irrevocable decisions that must be made as they prepare to transition from work to retirement. This could be considered a final approach to retirement with special emphasis on income, tax, estate, insurance, and charitable planning. Also, we have strategies on how to enhance your giving and philanthropic desires. https://www.journeybeyondself.com/ Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. https://www.avantax.com/about/legal-compliance-policies/social-media-policy