James (Jay) Lindner, CFP®, ChFC®, CLU®

James (Jay) Lindner, CFP®, ChFC®, CLU®

President & CEO - Retirement Strategies

Retirement Strategies, Ltd. was founded with the goal of assisting each client in all aspects of their financial lives. We strive to maintain a reputation for excellence in our industry through high ethics and an educational process for all life events.

Contact Information
Retirement Strategies
Dublin, OH 43017
Availability
  • Business to Individual
  • Business to Business
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Biography

Jay has been a Partner with Retirement Strategies since 1993. In addition to managing client affairs, Jay's additional responsibilities at Retirement Strategies include client development, community outreach as well as coordination of employee education programs. He also coordinates and implements employer sponsored health and retirement plans for local businesses. A graduate from The Ohio State University with a B.S. degree in Finance in 1993, Jay has also attained the Certified Financial Planner (CFP®) designation, Chartered Life Underwriter (CLU®) designation, Chartered Financial Consultant (ChFC®) designation as well as serves as partner for RS Tax & Accounting Services. Due to our mission of giving back to our community through service and education, Jay, along with Jerry Snyder of Retirement Strategies, founded and currently is President of a 501C3 organization called Central Ohio Professional Education Council (COPEC) where Retirement Strategies serves and donates hundreds of hours of management and expert financial advice each year to the community at no cost to them. In Addition to leading COPEC, Jay also serves on the board of Future Possibilities, a 501C3 kid coach initiative to mentor at risk youth. Jay also is a long time Kiwanis Club member, an advisory committee member for Nationwide Children's Hospital Reach out and Read Child Literacy program, a committee member and volunteer for the Chris Spielman GridIron Classic for Breast Cancer Research, a member of the Leadership Dublin class of 2010 and a member of the advisory committee for the Central Ohio Miracle League, which provides a safe and accessible baseball league format for special needs children. Disclosure - Retirement Strategies, Ltd. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Retirement Strategies Ltd and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Retirement Strategies, Ltd. unless a client service agreement is in place. This website may contain links to articles or other information that are contained on a third party website. Retirement Strategies, Ltd. does not endorse or accept responsibility for the content, or the use, of these websites. We assume no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages these websites. Retirement Strategies, Ltd. is not directly affiliated with The Central Ohio Professional Education Council. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on this site. We do not control, serve, adopt or endorse any content that COPEC may publish on this site. No part of this site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may remove comments or fans for a number of reasons. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact our office directly. You should never post personal, account or transaction information anywhere on this site. For customer inquiries, please call 614-799-8668.

Expertise
College Planning
Financial Planning
Investments
Job Loss
Long Term Care
Retirement Planning
Retirement Plans
Speaking Style
EducationalEntertaining
StrategicTactical
Lecture StyleInteractive
FormalRelaxed
My Topics
Business to Individual
Does your company implement a full and ongoing Financial Education Series to your employees? It is important to not underestimate the importance of offering comprehensive workplace financial education for the benefit of both the employees and employer. Workplace financial education remains the best arena for reaching the most people but ...
Variable Annuities
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Business to Individual
Will your retirement savings outlive you? With each year, more baby boomers turn age 65 and face a retirement that may last 30 years or longer. But many of these new retirees will have to provide their own retirement income as fewer retirees have a traditional pension plan they can ...
Business to Individual
Will your retirement savings be there for you? With each year, more baby boomers turn age 65 and face a retirement that may last 30 years or longer. But many of these new retirees will have to provide their own retirement income as fewer retirees have a traditional pension plan ...
College Planning
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Business to Individual
Are you saving enough for your child's college? There's no denying the benefits of a college education, especially the ability to compete in today's competitive job market. But every year, college costs continue to increase, often at twice the rate of general inflation. That's why it's so important to start ...
Investment Basics
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Business to Individual
Are your investments on track? The best investing strategy is a carefully planned and prepared approach to managing and accumulating money. A well-planned strategy can help you meet your short-term, mid-term, and long-term financial goals. Investment planning requires discipline and patience. But it doesn't have to be difficult. In this ...
Women & Money
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Business to Individual
Do you know the steps to take charge of your financial future? Today, more women than ever are responsible for their financial well-being, and the well-being of their families. But women often face unique financial challenges. That's why it's so important that no matter what life stage they're in, women ...
Special Needs Planning
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Business to Individual
Do you have a loved one with special needs? Planning for the personal needs and financial security of a loved one who is disabled or has special needs may seem overwhelming, but by proceeding in an organized fashion, you can provide for the security and well-being of a loved one. ...
Roth IRA Conversions
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Business to Individual
Are you thinking about converting to a Roth IRA? Roth IRAs have become popular retirement savings vehicles because if certain conditions are satisfied, distributions from Roth IRAs are completely free from federal income taxes. Is a Roth conversion right for you? The answer is a complicated one, and depends on ...
Business to Individual
When it comes to saving for retirement and planning for retirement income, women face a number of unique challenges. It's important to recognize these challenges and plan accordingly. Attend the Retirement Savings Challenges for Women seminar, and you will learn: The importance of planning for retirement The need to account ...
Business to Individual
Will you have enough money? Retirement income planning is the process of understanding how much income you'll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there is no such thing as a "one size fits all" plan, ...
Business to Individual
Spend time talking finances with a Certified Financial Planner (CFP®). Have your employees submit questions ahead of time or just show up for an open round table discussion on financial planning issues important to you. This round table discussion is meant to have a maximum of 12 attendees and can ...
Business to Business
Does your company provide an employee health fair? Consider including information on Financial Wellness as well. Financial problems or concerns about saving enough for retirement is one of the leading causes of employee stress in the workplace. Your employees need financial guidance and education and look to their employer to ...
Business to Business
Does your company implement a full and ongoing Financial Education Series to your employees? It is important to not underestimate the importance of offering comprehensive workplace financial education for the benefit of both the employees and employer. Workplace financial education remains the best arena for reaching the most people but ...
Business to Individual
Will you have enough to retire comfortably? Most of us imagine retirement as a happy time, a reward for a lifetime of hard work, full of possibility ad potential. We have good reason to see retirement in a positive light. Americans are living longer, healthier lives than ever before. In ...
Business to Individual
Do you have a tailored financial plan in place? Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. A financial roadmap can motivate you to save money, help you meet your financial goals, and improve your overall financial security now and in the future. ...
Education
Ohio State University Bachelor of Science Degree in Business Administration - 1993
American College Certified Financial Planner (CFP®) - 2002

The Certified Financial Planner (CFP®) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States, and by 25 other organizations affiliated with

American College Chartered Life Underwriter (CLU®) - 2009

The Chartered Life Underwriter® (CLU®) is the world's most respected designation of insurance expertise, helping you gain a significant advantage in a competitive market. This prestigious course of study helps advance your career by providing in-depth k

American College Chartered Financial Consultant (ChFC®) - 2004

Chartered Financial Consultants have completed the most extensive educational program required for any financial services credential. Each ChFC® has taken eight or more college-level courses on all aspects of financial planning from The American College,

Accomplishments
Founder and President of COPEC

With over 20 years of community service and non-profit leadership, Jay has committed much of his life to serving our community. As co-founder and President of COPEC, Jay continues to serve other's financial educational needs.

President & CEO at Retirement Strategies, Ltd

Retirement Strategies, Ltd. was founded with the goal of assisting each client in all aspects of their financial lives. We strive to maintain a reputation for excellence in our industry through high ethics and an educational process for all life events.

Owner at RS Tax & Accounting, Inc.

RS Tax & Accounting Services, LLC provides tax and accounting services to both individuals and businesses. We give the same attention to all clients, no matter how large or small.