Retirement Strategy Group

Retirement Strategy Group is an independent financial advising firm based in Cottonwood Heights, Utah. The company employs a team of 5 to 9 professionals and generates annual revenue of $2.5 million. Retirement Strategy Group distinguishes itself by prioritizing client needs above all else, acting as a fiduciary and ensuring that all financial decisions are made with the client's best interests in mind. With over four decades of experience, Retirement Strategy Group offers a comprehensive range of financial services tailored to meet the unique needs of each client. They specialize in crafting personalized retirement plans encompassing a variety of investment vehicles, including IRAs, Roth IRAs, individual stocks, 401(k)s, and alternative investments. Retirement Strategy Group's approach emphasizes long-term financial planning and goal-oriented investment strategies. They believe in creating diversified portfolios designed to achieve specific financial objectives rather than attempting to predict market fluctuations. The firm also provides a thorough review of life insurance and disability insurance policies, ensuring they align with the client's overall financial plan. For further information about Retirement Strategy Group's services, visit their website at rsgutah.com.