About HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS
Householder Group Estate & Retirement Specialists is a financial advisory firm that specializes in retirement planning and estate management. With years of experience in the industry, the firm has established itself as a leading expert in helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Here are some key takeaways about how Householder Group Estate & Retirement Specialists helps their clients:
- Offers personalized retirement planning services to help clients achieve their retirement goals
- Provides comprehensive estate management strategies to minimize taxes and maximize wealth for future generations
- Offers a wide range of financial services to meet the diverse needs of clients
- Tailors their services to individual client needs, taking into consideration their unique financial situation and goals
- Provides ongoing support and guidance to help clients navigate the ever-changing financial landscape
Facts and Insights
Here are some interesting facts and insights about Householder Group Estate & Retirement Specialists:
- Over $2 billion in assets under management
- More than 200 experienced advisors
- In business for over 25 years
These numbers are a testament to the firm’s success in helping clients achieve their financial goals and solidify their reputation as a trustworthy and experienced financial advisor.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 200+ | 25+ years |
Financial Services Offered
Householder Group Estate & Retirement Specialists offers a wide range of financial services to meet the diverse needs of their clients. Some of their services include:
- Retirement planning
- Estate management and planning
- Asset management and investment strategies
- Tax planning and preparation
- Insurance planning and analysis
- Charitable giving strategies
- Business succession planning
With these services, the firm is equipped to help clients achieve their short-term and long-term financial goals.
Client Types
Householder Group Estate & Retirement Specialists serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Business owners
- Retirees
- Non-profit organizations
The firm’s customizable approach allows them to cater to the unique needs of each client, regardless of their financial situation.
Fees & Compensation
Householder Group Estate & Retirement Specialists charges fees for their services, which are based on a percentage of the assets under management. These fees may vary depending on the services provided and the complexity of the client’s financial needs. The firm is transparent about their fees and will provide a detailed breakdown of all costs upfront.
Background
Householder Group Estate & Retirement Specialists was founded by CEO and President, Fritz M. Glaus. The firm is headquartered in Scottsdale, Arizona and has expanded to serve clients across the United States. Glaus has over three decades of experience in the financial industry and is a respected leader in the retirement planning and estate management space.
Financial Advisor Disclosures to Know
As a registered investment advisor, Householder Group Estate & Retirement Specialists is held to strict fiduciary standards, meaning they are legally required to act in the best interest of their clients at all times. The firm has no disclosures or disciplinary actions on their record, demonstrating their commitment to ethical and responsible financial practices.