Targeted Retirement Strategies, LLC

CONNECT

Address:

145 Gleneagles Road
Campobello, SC 40014

Phone:

502-241-0985

Our Process

While developing a customized financial program, I will walk you through a four step process that will help make you feel confident in your decisions. 

Fact Finding

I will ask questions to get a thorough understanding of your goals, your current and future resources and overall financial position.

Analysis

I will then analyze your exisiting plans and goals and make recommendations that may enable you to better achieve your goals.

Implementation

If my recommendations make sense to you, I will work with you to help you implement your plan  by helping you make the necessary changes and/or acquiring additional products or services as needed.

Review

Since your financial situation will change, I will work with you, having reviews as often as we agree are necessary, to make sure your plans are focused for the best possibility of achieving your long term goals.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck