Why Choose Us?


We treat our clients and their employees as if they were family and strive to provide them with the highest level of customer service.


We conduct ourselves with integrity, accountability and excellence in the benefit services we provide.


We develop and implement programs that are best in class for our clients

Welcome to Financial Strategies Agency, located in Findlay, Ohio and Charlotte, North Carolina.

As "Your Partner in Retirement Planning" we are committed to providing you and your employees with the most robust retirement plan. Building strong client relationships and consulting with clients - not at them - to deliver clear value, sets us apart from our competitors.

Our Objective

To provide marketing, consulting, and service in the field of retirement and financial services. Financial Strategies Agency is dedicated to helping our clients reduce costs, provide more comprehensive retirement programs and the highest quality services available.

Our Strengths


Technical expertise, strong working relationships with the best administrators and retirement vendors in the country, and the ability to provide simple, yet compressive documentation.

The Results


You can be confident you will receive the best plan, services, and cost the industry has to offer.