Our Firm

Founded in 2014, R2 Financial Strategies is a team of 3 advisors specializing in holistic financial planning. With nearly 40 years of combined experience, we offer a wide range of expertise and a multitude of professional designations and licenses.

We develop customized plans for individuals, families, and business owners. Utilizing both internal and external resources, we are uniquely positioned to assist you with:

  • Investment Planning
  • Retirement Income Planning
  • Insurance Planning
  • Estate Planning
  • Business Planning

By helping our clients articulate what is truly important to them, we are able to crystalize their priorities and align them with the correct financial strategies to help them realize their goals. We utilize the best tools available to continuously analyze and monitor their personalized solutions in order to deliver optimal results and financial peace of mind.

At R2 Financial Strategies we are passionate about what we do. We are very fortunate to be in the business of establishing and maintaining quality relationships with our clients. Whether you are an individual concerned about securing a conformable retirement or a business owner seeking to be more efficient in your planning, we would love to have the opportunity to serve you.

If you would like to learn more about R2 Financial Strategies, please let us know.