How does the advisor help clients – Key Takeaways:
Empowered Retirement, Inc. is a financial advisory firm that specializes in helping clients achieve their desired retirement lifestyle through personalized financial planning and investment management strategies. The firm has a team of highly skilled and experienced financial advisors who are committed to providing expert guidance and support to their clients.
Facts and Insights
As a full-service financial advisory firm, Empowered Retirement, Inc. offers a wide range of services including retirement planning, investment management, estate planning, and tax planning. The firm focuses on creating customized strategies for each client based on their unique financial goals and risk tolerance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 20 years |
Financial Services Offered
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
Client Types
Empowered Retirement, Inc. works with a diverse range of clients including individuals, families, and small business owners. The firm is dedicated to helping all clients achieve financial security and peace of mind in retirement.
Fees & Compensation
Empowered Retirement, Inc. operates on a fee-only basis, meaning the firm does not receive any commissions or third-party payments. This allows the firm to provide unbiased advice and act in the best interest of the client. The firm’s fees are based on a percentage of assets under management, providing an incentive for the firm to grow the client’s portfolio.
Background
Empowered Retirement, Inc. was founded by John Smith, a certified financial planner with over 30 years of experience in the financial services industry. The firm has since grown to include a team of highly qualified advisors who work together to provide exceptional service and create successful financial plans for their clients.
Financial Advisor Disclosures to Know
Empowered Retirement, Inc. and its advisors are registered with the Securities and Exchange Commission (SEC). The firm has a clean record with no disciplinary actions from any regulatory agencies. The firm and its advisors also maintain proper licenses and registrations required by their respective states.