Specialties

Income Planning, Estate and Legacy Planning, Wealth Preservation, Wealth Transfer, Long-Term Care Planning, IRA Solutions

History

Established in 2003.

Our goal is to help you live your retirement with confidence. Unlike many financial services firms and brokers who focus solely on your money, we understand the real questions have more to do with how you want to live your life and how your money should support your ambitions. For that reason, we offer a dynamic process that integrates your financial resources with your vision of personal fulfillment and security. The result is that your money is always at your service. Additionally, through phone conversations, personal consultations, email communications, our weekly newsletter, money management services and live events, Retirement Wealth Strategies offers thoughtful and objective guidance to help you make smart financial decisions. Our firm offers the following services: retirement income strategies, wealth accumulation strategies, asset protection, tax minimization strategies, IRA and 401(k) rollovers, estate planning, tax planning and IRA legacy planning.

Meet the Business Owner: Bob H.

Bob grew up on the East side of Cleveland, OH. Graduated from Shaker Heights High School and a Graduate of Bowling Green State University. Bob and Mark Hughes formed a partnership in 1995. Bob and Mark work exclusively in helping people plan for retirement and help manage money in retirement