You Deserve
Trusted Advice.
As CFP® professionals we've undergone rigorous education and training and stand ready to provide the advice you need to reach your financial goals.
Welcome to Advanced Retirement Strategies
Over the past 30+ years we've been in this business, we've seen multiple market cycles, new legislation, a world-wide pandemic, and more. While we don't know what tomorrow will bring, we do know there are ways to prepare for whatever comes next. This is what ARS is all about.
Learn More
Many financial professionals can talk to you about your investments. That’s not hard to find. But most financial professionals and personal retail accounts simply don’t have access to the investment resources our team has.
For example, while working, resources for your investments are often limited to the company plan, the administrator, and options within that plan. As you prepare for and then transition into retirement, a different investment process is needed. We’ve found that the likelihood of success is significantly increased through a combination of institutional investments, outcome-based planning, and creating clear upside and downside parameters.
"Our job here at Advanced Retirement Strategies is to help clients who have spent a lifetime accumulating assets protect, allocate, and distribute those assets in order to remain
financially independent."
- Russ Hodgson, CFP®
President, Managing Principle
Our Unique Approach
Explore Defined Outcome Investing
You’ve worked hard and saved hard. Whether you’re accumulating money for retirement or ready to retire, our investment advisory services use a powerful and proprietary investment process called Defined Outcome Investing.
In our opinion, your likelihood of success is significantly increased through a combination of institutional investments, specific objectives, and creating clear upside and downside parameters.
Meet the Team
The Team Behind Advanced Retirement Strategies
Russ Hodgson, CFP®
Private Wealth Advisor
Joe Pond, CFP®
Private Wealth Advisor
Wendi Lyn Jensen
Client Services Manager
Complimentary Portfolio Inspection
Increased Returns.
Less Risk. Lower Taxes.
Request a free forensic examination of your retirement plan and investment portfolio today and become our next success story.
Free Retirement Review and Investment Portfolio Audit
As regulated, fee-based fiduciary advisors we succeed as you reach your financial targets, not based upon commissions. We succeed as you succeed. If you’d like to understand how we can help you, consider scheduling a free, no-risk, zero-pressure discovery consultation.
From our clients
What it's like to work with us
With the advanced strategies and proven processes we’ve developed, it’s no surprise that our clients are raving about Advanced Retirement Strategies.
Enjoy Interactive Learning?
Access our newly released interactive videos complete with complementary ebooks designed to help you get educated, make more intelligent decisions, and take charge of your financial future.
Stay in the Loop
Latest Industry Updates
Managing your Social Security
On January 31, 1940, the first monthly Social Security check was issued to Ida May Fuller of Ludlow, Vermont. She received $22.54. Before passing away in 1975,
Bank Failures, Rate Talk, and Economic Anxieties
Is the banking crisis finally in the rearview mirror? During March, Silicon Valley Bank (SVB) unexpectedly collapsed after it announced a plan to raise capital.
A Crisis of Confidence
Have you ever reflected on the foundation of the financial system? What comes to mind? Banks, investors, the stock market, the bond market, or the
A March Letter to Clients: Tax Time – Tips to Cut Your Bill
The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns. If
Market Lookback – February 2023
Hitting the economic gas pedal stymies stocks “Usually, recessions sneak up on us. CEOs never talk about recessions,” economist Mark Zandi of Moody’s Analytics said
Exercise Your Financial Muscles to Get Financially Fit
“Those who work their land will have abundant food, but those who chase fantasies have no sense.” This ancient advice from Proverbs illustrates the importance
Book a free consultation with
one of our experts
Discover the difference of working with an Advanced Retirement Strategies expert in a no-pressure, investigatory meeting. Meet how you want, when you want, whether in-person, over zoom, or on the phone.
