Comprehensive Expertise in Insurance and Retirement Solutions
At Strategy Retirement & Insurance, we are dedicated to delivering personalized insurance and retirement planning services that protect your assets and maximize tax advantages. Our mission is to empower individuals, businesses, and advisors with tailored strategies that secure financial futures with integrity and expert guidance.
Comprehensive Planning for Your Future Security
Meet the dedicated experts who craft tailored insurance and retirement strategies.
Melissa Carter
Senior Insurance Consultant
Bringing extensive knowledge in life and long-term care insurance to guide clients effectively.
James Foster
Retirement Planning Specialist
Known for designing innovative retirement solutions that maximize tax advantages.
Sarah Lin
Business Benefits Advisor
Expert in creating group benefits and defined benefit plans to protect businesses.
David Kim
Brokerage Consultant
Specializes in fiduciary-level advice and advanced insurance case design.
Strategic Retirement Planning with Defined Benefit Solutions
Explore our proven success through vital statistics that reflect our commitment to client financial security.
750
Client Retention Rate
Our agency boasts a 95% client retention rate, demonstrating trust and satisfaction in our services.
1200
Policies Secured
We have successfully secured over 1,200 insurance and retirement policies tailored to individual needs.
85
Advisor Partnerships
We maintain strong partnerships with 85 financial advisors, providing fiduciary-level insurance guidance.
15
Years of Expertise
With 15 years in the industry, we deliver experienced, trusted insurance and retirement solutions.
