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 (CFPÂ®) designation, Chartered Life Underwriter (CLUÂ®) designation, Chartered Financial Consultant (ChFCÂ®) 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.
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
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
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,
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.
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.
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.