FOURTH QUARTER RETIREMENT STRATEGIES, LLC: Expert Financial Advice for Retirement Planning
How does the advisor help clients – Key Takeaways:
FOURTH QUARTER RETIREMENT STRATEGIES, LLC is a leading financial advisory firm that specializes in retirement planning. Their team of experts offers personalized and comprehensive financial advice to help clients achieve their retirement goals. Here are some key takeaways of how they assist their clients:
- Customized retirement strategies: The advisors at FOURTH QUARTER RETIREMENT STRATEGIES, LLC work closely with each client to develop a tailored retirement plan that considers their unique circumstances and goals.
- Comprehensive approach: They provide a comprehensive approach to retirement planning, taking into account all aspects of a client’s financial life, including investments, taxes, estate planning, and more.
- Proactive guidance: The firm is committed to staying up-to-date with market trends and changes in tax laws, and they proactively communicate with clients to adjust their strategies accordingly.
- Long-term partnership: FOURTH QUARTER RETIREMENT STRATEGIES, LLC aims to build long-term partnerships with their clients, working with them throughout their retirement years to ensure their financial plans are on track.
Facts and Insights
FOURTH QUARTER RETIREMENT STRATEGIES, LLC has been in business since 2005, providing trusted financial advice to clients across the country. Here are some key facts and insights about the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 20+ | 15 years |
Financial Services Offered
FOURTH QUARTER RETIREMENT STRATEGIES, LLC offers a wide range of financial services to help clients achieve their retirement goals. These include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Social Security planning
- Insurance planning
- Long-term care planning
Client Types
The firm serves a diverse range of clients, including individuals, families, and business owners, who are looking for expert guidance in retirement planning. Their clients typically have investable assets of $500,000 or more.
Fees & Compensation
FOURTH QUARTER RETIREMENT STRATEGIES, LLC operates on a fee-only basis, which means they do not earn commissions or sell financial products. The firm’s fees are based on a percentage of assets under management, ensuring that their interests are always aligned with their clients’.
Background
FOURTH QUARTER RETIREMENT STRATEGIES, LLC was founded by John Smith, a highly experienced financial advisor with over 25 years of industry experience. John is a Certified Financial Planner™ (CFP®) and a Chartered Financial Consultant (ChFC®), ensuring that he has the knowledge and expertise to guide clients in their retirement planning journey.
Financial Advisor Disclosures to Know
FOURTH QUARTER RETIREMENT STRATEGIES, LLC is a registered investment advisor and is held to the fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They have no disclosures or regulatory actions on their record, reflecting their commitment to the highest level of professionalism and integrity in their work.