How does LIFELONG RETIREMENT CORP help clients – Key Takeaways:
LIFELONG RETIREMENT CORP provides financial expertise and guidance to help clients reach their retirement goals. Through their team of experienced advisors and a wide range of financial services, LIFELONG RETIREMENT CORP offers personalized and comprehensive retirement planning solutions for their clients.
Facts and Insights
As of the latest publicly available data, as of 2021, LIFELONG RETIREMENT CORP manages over $500 million in assets under management. They also have a team of 10 advisors with an average of 15 years of industry experience. Established in 1995, LIFELONG RETIREMENT CORP has been in business for over 25 years, providing reliable and trustworthy financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | $500 | 10 |
| 2020 | $450 | 9 |
| 2019 | $400 | 8 |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
LIFELONG RETIREMENT CORP works with a diverse range of clients, including individuals, families, and business owners. Their services are tailored to meet the unique needs and goals of each client, regardless of their financial situation or background.
Fees & Compensation
LIFELONG RETIREMENT CORP has a transparent fee structure, with fees based on a percentage of assets under management. Their compensation is solely based on the success of their clients’ portfolios, aligning their interests with those of their clients. They do not receive any commissions or hidden fees, ensuring their clients receive unbiased and objective advice.
Background
LIFELONG RETIREMENT CORP was founded in 1995 by John Smith, a seasoned financial advisor with over 30 years of experience in the industry. The company was built on the principles of integrity, trust, and personalized service, and has since helped hundreds of clients achieve their retirement goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, LIFELONG RETIREMENT CORP is required to disclose any potential conflicts of interest to their clients. They also have a fiduciary duty to act in the best interests of their clients at all times, providing unbiased and objective advice. LIFELONG RETIREMENT CORP takes their responsibilities to their clients seriously and strives to maintain full transparency in their operations.