Important Disclosures

Retirement Strategy Advisors LLC is an investment adviser registered with the State of Oregon. Registration does not imply that Oregon or any other regulator has approved or endorsed the firm, its services, or the qualifications of its personnel.

General information only

Content on this website is provided for general informational and educational purposes. It is not individualized investment advice, a recommendation to buy or sell any security, or legal, accounting, or tax advice. Information may not be appropriate for every retirement plan, employer, or participant.

Advisory and ERISA fiduciary services

Any advisory services, fiduciary duties, and responsibilities of Retirement Strategy Advisors LLC are defined in applicable written client agreements and disclosures. Services under ERISA Section 3(21) and discretionary investment management services under ERISA Section 3(38), if offered, are subject to the firm's actual engagement, authority, and applicable law. Mention of a service on this website does not itself create a fiduciary relationship or an agreement to provide that service.

Risks and outcomes

Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. No investment approach, retirement planning service, or financial wellness program guarantees particular investment, retirement, employee retention, or employer cost outcomes.

Client agreements and Form ADV

Before engaging the firm, prospective clients should review the firm's current Form ADV brochure, applicable written agreement, fee arrangements, conflicts of interest, and other required disclosures. The firm's regulatory filings can be researched through the SEC's public Investment Adviser Public Disclosure (IAPD) website. Search by the firm's legal name; confirm the correct entity before relying on any filing.

Contact

Retirement Strategy Advisors LLC · Bend, Oregon
tom@retirementstrategy.net · (503) 805-7394