# Retirement Strategies

Retirement Strategies is a Bank / Wealth / Trust based in Longview, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Longview, United States
- **Region:** North America
- **Address:** 5060 Parkcenter Avenue, Suite A, Dublin, OH 43017, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** retirement-strategies.com
- **LinkedIn:** https://www.linkedin.com/company/retirement-strategies-inc.

## Regulatory record

- **CRD number:** 313446
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313446

## About

Jerry W. Snyder, a Certified Financial Planner and MBA, launched Retirement Strategies as a Dublin, Ohio-based advisory firm in 2012. The firm's founding concentrated on financial planning and investment management for individuals and high-net-worth households. Over time the practice built a distinct specialization around Ohio's public retirement systems, including OPERS, STRS, and SERS, alongside 403(b) and 457(b) plan advice. Snyder currently serves as Director of Financial Planning Services, while James A. Lindner acts as President and CEO and Jeffrey R. Foster as Chief Investment Officer. Retirement Strategies constructs client portfolios around asset allocation, risk tolerance, and time horizon, covering public equities, fixed income, and cash equivalents. The firm also provides ancillary risk management, estate planning, and small-business services, with in-house tax preparation and accounting delivered through its affiliated entity RS Tax and Accounting Services, Inc. Client programming includes financial independence analysis, life-event planning, and workplace financial wellness for employer groups. The practice reports serving individuals, high-net-worth individuals, pension funds, and charitable organizations. The firm operates as a compact eight-person advisory team from a single office in suburban Columbus, Ohio. Professionals carry multiple designations, including CFP, ChFC, CLU, CRPC, CPA, and EA credentials, signaling a planning-heavy versus product-centric service model. No external capital lines or institutional separate accounts are advertised. Retirement Strategies differentiates through a contiguous fiduciary, tax, and retirement-benefit architecture confined to one metropolitan market. The coupling of a registered investment advisor with an in-house tax-and-accounting subsidiary — RS Tax and Accounting Services, Inc., led by Jill Spradlin — allows the firm to coordinate portfolio management and tax-liability decisions under one roof, an operational structure still uncommon among geographically focused planning shops.

## Sectors

- Financial Services
- Private Client Services

## People

- James A. Lindner — President and CEO
- Jeffrey R. Foster — Chief Investment Officer
- Jerry W. Snyder — Founder and Director of Financial Planning Services
- Jill Spradlin — President at RS Tax and Accounting

## Questions

### Who runs investment decisions at Retirement Strategies?

Jeffrey R. Foster serves as the firm's Chief Investment Officer, having earned his CFP and CRPC designations. James A. Lindner, as President and CEO, oversees the firm's overall direction. Founder Jerry W. Snyder remains active as Director of Financial Planning Services, shaping the planning philosophy behind client portfolios.

### Does Retirement Strategies operate a tax and accounting arm?

Yes. The firm operates RS Tax and Accounting Services, Inc. as an affiliated entity under the same roof in Dublin, Ohio. Jill Spradlin, a CPA, serves as President of that unit, and Sherri Finley, an Enrolled Agent, works as an accountant. This structure allows the advisory team to coordinate investment decisions with tax-liability management directly.

### What is the firm's specialization with Ohio public employees?

Retirement Strategies has built a niche advising Ohio state employees on their benefits under OPERS, STRS, and SERS, along with 403(b) and 457(b) deferred-compensation plans. This specialization includes retirement-readiness evaluations and distribution planning tailored to Ohio's public-pension rules.

## Related profiles

- [Retirement Solution](https://altss.com/profile/retirement-solution)
- [Retirement Wellness Group](https://altss.com/profile/retirement-wellness-group)

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Last updated: 2026-06-03T20:00:00.000Z

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