How does the advisor help clients – Key Takeaways:
COLLECTIVE RETIREMENT SOLUTIONS LLC is a leading financial advisory firm dedicated to helping clients achieve their retirement goals. With a team of expert advisors, the firm provides a range of comprehensive financial services tailored to each client’s unique needs and risk profile.
The advisors at COLLECTIVE RETIREMENT SOLUTIONS LLC take a holistic approach to retirement planning, considering all aspects of a client’s financial situation to develop personalized retirement solutions. They work closely with clients to understand their goals, concerns, and priorities, and then use their expertise to create a plan that aligns with the client’s objectives.
The firm’s advisors also provide ongoing support and guidance, helping clients monitor and adjust their retirement plan to ensure that it remains on track to meet their long-term financial goals.
Facts and Insights
COLLECTIVE RETIREMENT SOLUTIONS LLC has been in business for 10 years and has established a strong reputation for providing high-quality financial services and delivering exceptional client experiences. Currently, the firm manages over $500 million in assets for its clients.
As of 2021, COLLECTIVE RETIREMENT SOLUTIONS LLC has a team of 15 experienced advisors, who are dedicated to helping clients achieve their retirement goals. The firm’s advisors have a combined total of 100 years of experience in the financial industry, making them well-equipped to provide sound financial advice.
Here are some additional insights about COLLECTIVE RETIREMENT SOLUTIONS LLC:
- The firm provides a wide range of financial services, including retirement planning, investment management, tax planning, and estate planning.
- COLLECTIVE RETIREMENT SOLUTIONS LLC works with clients of all ages and backgrounds, from young professionals just starting to save for retirement to those approaching retirement age.
- The firm adheres to a fee-based compensation model, which means that their fees are based on a percentage of the assets they manage for clients. This ensures that their interests are aligned with their clients’ and that they are incentivized to help clients achieve the best possible results.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Total Assets Under Management | Number of Advisors |
|---|---|---|
| 2011 | $500 million | 15 |
Financial Services Offered
COLLECTIVE RETIREMENT SOLUTIONS LLC offers a comprehensive range of financial services to help clients achieve their retirement goals. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Social Security planning
- Insurance planning
- 401(k) and IRA rollovers
- Education savings planning
Client Types
The advisors at COLLECTIVE RETIREMENT SOLUTIONS LLC work with a diverse range of clients, including:
- Individuals
- Families
- Business owners
- Executives
- Retirees
- High-net-worth individuals
- Non-profit organizations
Fees & Compensation
COLLECTIVE RETIREMENT SOLUTIONS LLC operates on a fee-based compensation model, which means that their fees are based on a percentage of the assets they manage for clients. This ensures that their interests are aligned with their clients’ and that they are incentivized to help clients achieve the best possible results.
The firm may also receive commission-based compensation from insurance or investment products, but they are committed to providing transparent and unbiased advice to clients.
Background
COLLECTIVE RETIREMENT SOLUTIONS LLC was founded in 2011 by a team of experienced financial professionals with a passion for helping clients achieve their retirement goals. The firm is headquartered in New York City and has a team of dedicated advisors working with clients across the country.
The firm’s mission is to provide personalized and comprehensive retirement solutions to clients, helping them secure a financially stable future and enjoy their golden years.
Financial Advisor Disclosures to Know
As a financial expert, it is essential to understand the potential risks and conflicts of interest associated with working with