top of page
Wooden boardwalk stretching across a green salt marsh
Three hikers walking on a snowy mountain ridge.
milestones5 (1).jpg
Golden wheat fields at sunset in the rolling hills.

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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!

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Shows how transfer-on-death designations help avoid probate costs.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Describes retirement plan options that help self-employed workers save on taxes.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

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

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

How Long Will Your Funds Last?

Use this calculator to determine whether you qualify for the different types of IRAs.

bottom of page