How does the advisor help clients – Key Takeaways:
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS offers a variety of financial services to help clients reach their financial goals and plan for a comfortable retirement. With a team of experienced advisors, they provide personalized solutions and guidance to their clients.
Facts and Insights
Founded in 1987, HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS has been in business for over 30 years. They have over $3 billion in assets under management and employ over 60 advisors across their locations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3 billion | 60 | Over 30 years |
Financial Services Offered
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS offers a wide range of financial services to meet the needs of their clients. These services include:
- Retirement planning
- Estate planning
- Investment management
- Insurance solutions
- Tax planning
Client Types
The advisors at HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS work with a diverse range of clients, including:
- Individuals and families
- Business owners
- High net worth individuals
- Retirees
Fees & Compensation
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS operates on a fee-only basis, meaning they do not receive commissions for the products or services they recommend to their clients. This allows them to provide unbiased advice and put their clients’ best interests first.
Background
The team at HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS is made up of experienced and knowledgeable advisors who are committed to helping clients achieve their financial goals. Their expertise and dedication have earned them a strong reputation in the industry and a loyal client base.
Financial Advisor Disclosures to Know
- HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS is a registered investment advisor with the Securities and Exchange Commission (SEC).
- All advisors at HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS hold the necessary licenses and certifications to provide their services.
- There have been no disciplinary actions taken against HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS or any of its advisors in the past 10 years.