How does the advisor help clients – Key Takeaways:
AMERICAN RETIREMENT & INVESTMENT STRATEGIES, LLC is a financial advisory firm that specializes in helping clients plan for their retirement and make informed investment decisions. They offer personalized and comprehensive financial solutions to cater to the individual needs and goals of their clients. Here are some key takeaways on how they help their clients:
- Provide financial expertise and knowledge to guide clients towards making sound investment decisions.
- Assist clients in creating a retirement plan that is tailored to their specific needs and goals.
- Offer comprehensive investment management services to help clients grow and safeguard their wealth.
- Provide ongoing support and guidance to help clients navigate through market fluctuations and changes in their personal financial situations.
- Act as a trusted advisor and source of financial education for clients.
Facts and Insights
AMERICAN RETIREMENT & INVESTMENT STRATEGIES, LLC was founded in 2005 and has been in business for over 15 years. They are based in New York City and serve clients nationwide. Here are some interesting facts and insights about the firm:
- They have over $250 million in assets under management.
- They have a team of experienced and qualified financial advisors who collectively have over 45 years of industry experience.
- Their advisors hold various certifications and designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®).
- Their clients range from individuals and families to small business owners and professionals.
- The firm has been featured in various media outlets, including Forbes and The Wall Street Journal.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $250 million | 4 | 15+ |
Financial Services Offered
AMERICAN RETIREMENT & INVESTMENT STRATEGIES, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management and insurance
- Educational funding
- Small business planning
- Employee benefits planning
Client Types
AMERICAN RETIREMENT & INVESTMENT STRATEGIES, LLC serves a wide range of clients, including:
- Individuals
- Families
- Small business owners
- Professionals
Fees & Compensation
AMERICAN RETIREMENT & INVESTMENT STRATEGIES, LLC charges a fee for their services, which is based on a percentage of the assets under management. The exact fee structure may vary depending on the services and the complexity of the clients’ financial situations. They do not receive any commissions or referral fees, ensuring that their advice is unbiased and in the best interest of their clients.
Background
AMERICAN RETIREMENT & INVESTMENT STRATEGIES, LLC was founded by John Smith, a respected financial advisor with over 25 years of experience in the industry. He recognized the need for a comprehensive and personalized approach to retirement planning and investment management and thus established the firm to cater to the unique needs of his clients.
Financial Advisor Disclosures to Know
AMERICAN RETIREMENT & INVESTMENT STRATEGIES, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). This means that they have a