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Wooden boardwalk stretching across a green salt marsh
Three hikers walking on a snowy mountain ridge.
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Golden wheat fields at sunset in the rolling hills.

Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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As an independent financial services firm, Strategic Retirement Solutions has one driving motivation; your best interests. We develop customized strategies that align with your specific needs. By examining your overall financial picture, we help identify opportunities to form more robust strategies for today, as well as staying focused on your long-term goals.

With the challenges of today's economic conditions, we are positioned to be of maximum service to you by offering quality solutions that allow you to help achieve your financial goals. Our professional network allows us to provide the resources you need to create a dynamic plan for your future.

We have the tools, talent, and resources to fully meet your needs. We look forward to working with you to help improve your quality of life and protect the things that matter most to you.

With that in mind we would like to invite you to schedule your complementary consultation with our CEO/Managing Director, Mark Chioda, an expert in estate and retirement planning. The initial meeting will focus on preliminary fact finding and information gathering regarding your personal situation and goals, so that we can begin to formulate short-term financial tactics and long-term asset allocation strategies to help you realize your goals. We look forward to hearing from you!

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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How Long Will Your Funds Last?

Use this calculator to estimate how much income and savings you may need in retirement.

This calculator can help you determine whether you should consider converting to a Roth IRA.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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