Retirement Strategies and Investments, Inc.An Independent Firm
 
Financial Advisor Services
Leslie W. Winegarden CFP®, CLU®, ChFC® CERTIFIED FINANCIAL PLANNER™ Financial Advisor
706 North Wilcox Street
Castle RockCO 80104
Phone: 303-721-9100
Fax: 303-253-9816
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

Your Vision Is Our Mission

We Understand The Power of Your Dreams

Like most people, you have a vision of your future. Maybe you want to send your kids to college or start a new business. Or perhaps you want to retire early so that you can travel the world. If you can dream it, you can do it, but only if you understand what it is you want to accomplish with your financial and personal resources and then carefully design and commit to a comprehensive plan.

Our advisors understand the power of dreams, and we appreciate how hard it is to make those dreams come true. You face decisions every day that impact your long-term planning. How much money will you need to finance your dreams? Should you fund your children’s education first, or get your retirement on track? There are no quick answers or simple solutions. That is where objective financial advice can make the difference. The right financial plan can help you answer your short-term questions and give you a roadmap to help guide you along the way.

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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