What We Do And How We Can Help What We Do And How We Can Help

By Bob Hanna

When you get to retirement, the last thing you want to spend your days doing is worrying about whether your money will last or wondering if you’ve taken the right steps to protect your wealth. Instead, you should be enjoying your retirement, confident that all the work you put in during your working years will continue to pay off.

At Retirement Wealth Strategies, that’s the word we want you to use to describe your feelings about retirement: confident. 

What We Do For You

Retirement Wealth Strategies, LLC is a firm of financial advisors in Columbus, Ohio, who are passionate about helping people plan for every aspect of their retirement. With over 25 years of combined experience, founders Bob Hanna and Mark Hughes have one goal: to help clients retire and stay retired.

We do this by taking retirement planning further than just saving and investing. Think of it this way: When you climb a mountain, you spend the bulk of your time preparing and strategizing for how you will get to the top (in this case, retirement). But once you’re up there, you realize you didn’t plan for the descent (withdrawing your money in retirement) and are not sure if you will make it to the bottom safely.

That’s our specialty. We help you make the critical transition from working for a regular paycheck to retiring with no guaranteed paycheck. Our guidance allows you to see the whole picture and experience the peace of mind that comes from knowing you’ve covered every base. We walk you through your options and educate you so you can make smart financial decisions that will benefit your future. 

How We Work

You’re probably wondering how we do this. We start by focusing on you, not your money. We know that you have goals and dreams that don’t look like anyone else’s, which means your financial plan needs to be unique to you as well. You won’t find any cookie-cutter plans here. Our dynamic process takes your financial resources, aligns them with your vision of personal fulfillment and security, and turns your money into a tool to help you live the life you want.

Our process focuses on five core areas of retirement planning: income planning, investment planning, tax planning, healthcare planning, and estate planning. We help you create a retirement income stream you can rely on, segmenting your savings to help you reduce key risks, such as timing, inflation, and longevity risks. There’s a lot of uncertainty in life, but your financial future doesn’t have to be a question mark. 

Who We Serve

In case you haven’t picked up on it yet, our expertise lies in serving pre-retirees and retirees, especially corporate employees getting closer to the retirement finish line. Working in corporate America has many benefits, but our advisors are aware of the struggles employees within 10 years of retirement face in this work environment. Many companies focus on the bottom line, meaning that your job is not guaranteed. We don’t want to see anyone who has been working hard their entire life finish their career unprepared and fearful of the future, so we tailor our services to meet your needs.

Why Clients Choose Us

There are a lot of financial advisors out there. But there’s also a lot about Retirement Wealth Strategies that sets us apart from the rest. For one, our focus on withdrawal and distribution allows us to choose long-term strategies that suit you best and minimize risk. We help you set up a personalized system that protects your money, no matter what the markets do. Second, we help you enjoy your retirement. You don’t have to panic every time you read a financial headline. When you’re on the golf course or on a beach in Florida, you know you’ve done your part to secure your future and that we are watching over your money. You can’t put a price on that. 

Are You Ready To Enjoy Your Retirement? 

If you want to get to the reward you deserve after working your whole life and reap the benefits of a solid plan, we’d love to help you create a financial road map that makes sense and leaves you with the confidence you have only dreamed about. Start your retirement planning journey today by scheduling a free 15-minute Retirement Analysis. We look forward to speaking with you.

About Bob

Bob Hanna is co-founder and financial advisor at Retirement Wealth Strategies, LLC, a comprehensive financial services firm dedicated to helping pre-retirees build and preserve their wealth. With over 25 years of experience in the financial industry, Bob is passionate about equipping his clients with a plan that mitigates risk and creates a lifelong income stream. Bob holds a degree in business from Bowling Green State University and a secondary degree in education. Outside of the office, he is an avid cyclist and competes in events all over the country. Bob enjoys spending time with his wife and five children and currently resides in Bexley, OH. To learn more about Bob, connect with him on LinkedIn.


About the Author

Bob Hanna

Bob Hanna

Bob feels strongly that you only retire once leaving no room for mistakes. He is dedicated to building and more importantly preserving investors assets. Bob is a Financial Advisor with Cambridge, an independent broker-dealer, honored to be among the most respected firms in the industry.

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Retirement Wealth Strategies is an independent business from Cambridge. Investment Advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. This communication is strictly intended for individuals residing in the states of Florida, Georgia, Kentucky, Michigan, Minnesota, Nevada, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, Tennessee, West Virginia, and Wisconsin. No offers may be made or accepted from any resident outside the specific state(s) referenced. Powered by AdvisorFlex

 

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