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MISSION STATEMENT |
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As a Third Party Administrator for qualified
retirement plans, Retirement Strategies, LLC is
committed to delivering exceptional value to our
customers. We will accomplish this through our
professionalism, integrity, technical expertise and
commitment to quality service. |
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CORE VALUES & BELIEFS |
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In delivering our business promise, “where service
is all we sell”, we at Retirement Strategies, LLC
believe our core values and beliefs provide the
foundation for how we operate as an organization. We
place great emphasis on these values and beliefs and
accept that they are the foundation for the way we
deal with our customers, fellow associates and our
community. |
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Professionalism |
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We at Retirement Strategies, LLC adhere to our
statement of values, ensure a high quality of service,
guarantee competency and embrace our principles of service
orientation. |
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Integrity |
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Our steadfast adherence to strict moral and ethical
codes ensures that your qualified retirement plan is
in the right hands. |
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Technical Expertise |
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Our most valuable asset is our proficient technical
staff. With over 50 years of combined experience, we
have the experience and technical expertise you can
depend on. |
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Commitment |
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We pledge to our clients to provide optimal customer
service with a personal touch and to advise them in how to
maintain compliance with IRS and DOL rules and
regulations. |
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Michael T. Verhagen
President
mverhagen@retirementstrategies-wi.com |
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