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How does the advisor help clients – Key Takeaways:
CATRS Teachers Retirement Services LLC is a financial advisory firm that specializes in providing retirement planning services to educators. They offer personalized and comprehensive financial solutions to help their clients achieve their retirement goals.
- They focus on a client’s individual needs and provide customized solutions to meet their retirement objectives.
- Their team of experienced advisors offers in-depth knowledge and expertise in the education sector, giving them a unique understanding of the financial challenges faced by teachers.
- They provide ongoing guidance and support to help clients stay on track towards their financial goals.
Facts and Insights
CATRS Teachers Retirement Services LLC was founded in 2005 by a group of retired teachers who saw the need for specialized retirement planning services for their fellow educators. Since then, the firm has grown to become a trusted name in the industry, serving educators from all levels and backgrounds.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million (as of 2020) |
|---|---|
| Number of Advisors | 10 (as of 2020) |
| Time in Business | 15 years |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Education funding
- Insurance solutions
The firm takes a holistic approach to financial planning, providing a range of services to help their clients achieve their retirement goals.
Client Types
CATRS Teachers Retirement Services LLC primarily caters to educators, including teachers, administrators, and support staff. They also work with other professionals and individuals who share a similar retirement planning philosophy.
Fees & Compensation
The firm operates on a fee-only basis, which means they do not earn commissions on the products they recommend. This eliminates any conflicts of interest and ensures that their clients’ best interests always come first. Their fees are based on a percentage of assets under management.
Background
CATRS Teachers Retirement Services LLC is led by a team of experienced financial advisors who have a passion for helping educators plan for their retirement. They understand the unique challenges faced by teachers and are committed to providing personalized and comprehensive solutions to meet their clients’ specific needs.
Financial Advisor Disclosures to Know
CATRS Teachers Retirement Services LLC has a clean record with no disciplinary actions or disclosures. They are registered with the Securities and Exchange Commission (SEC) and are also a member of the Financial Industry Regulatory Authority (FINRA).