Asset Strategy Retirement Plan Consultants, LLC

Asset Strategy Retirement Plan Consultants manages investment portfolios and offers retirement plan consulting services for individuals, high-net-worth clients, and retirement plans. Asset Strategy Retirement Plan Consultants uses a long-term buy-and-hold philosophy primarily utilizing mutual funds, U.S. government securities, tax-exempt bonds, and individual stocks. The firm designs portfolios based on each client's specific goals, time horizon, and risk tolerance, and provides ongoing portfolio reviews at least quarterly. Asset Strategy Retirement Plan Consultants operates primarily on a non-discretionary basis, meaning client approval is required before executing portfolio trades.