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Our Mission

To Teach You the Wisdom of How Money Works for Better Stewardship to Potentially Have More, Give More and Leave More

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Our Client Profile


An individual or a couple between the ages of 55 and 70 with at least 200K of investable assets who would like to become a better steward of their money.

Retirement Planning


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Investment Planning


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Long Term Care Planning


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Infinite Banking Concept®


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Using a Financial Model


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Retirement Analyzer

Answer these 9 simple questions to determine how well prepared you are today for your retirement.

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Traditional IRA

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.

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About

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.