To Teach You the Wisdom of How Money Works for Better Stewardship to Potentially Have More, Give More and Leave More
Our Client Profile
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If you have an old 401K it should be rolled to a Traditional IRA. To download a guide on how to avoid costly mistakes in rolling your 401k click below.
Wealth and Retirement Strategies, Inc.
We are a highly specialized boutique financial strategy firm with clients throughout the Southeast. We are “certified” to assist you in retirement, long term care and Medicare planning. We also own an independent Registered Investment Advisory firm located in TN. Our planning staff represents over 54 years of experience in the financial services industry.