How does the advisor help clients – Key Takeaways:
NTACT RETIREMENT SOLUTIONS is a financial advisory firm that provides expert guidance and solutions to individuals and businesses in planning for their retirement. The firm offers a range of financial services, tailored to meet the unique needs of its clients, helping them secure their financial future and achieve their retirement goals.
- NTACT RETIREMENT SOLUTIONS serves clients across the country, providing personalized financial solutions that are backed by years of experience and expertise.
- The firm helps clients develop comprehensive and strategic retirement plans, taking into account their current financial situation, risk tolerance, and long-term goals.
- With a team of highly skilled and knowledgeable advisors, NTACT RETIREMENT SOLUTIONS is dedicated to providing excellent customer service and personalized financial guidance to its clients.
Facts and Insights:
NTACT RETIREMENT SOLUTIONS has been in business for over 15 years, offering high-quality financial services to its clients. The firm has an impressive track record of success, with a strong focus on helping clients achieve their retirement goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Wealth management
- 401(k) planning
- Estate planning
- Tax planning
Client Types:
NTACT RETIREMENT SOLUTIONS caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Business owners
- Retirees
- Corporate clients
- Non-profit organizations
Fees & Compensation:
The firm charges a fee-only structure, which means they are compensated solely by their clients and do not receive any commissions or incentives for recommending specific investments. This ensures that their advice is unbiased and focused solely on their clients’ best interests.
Fees are based on a percentage of assets under management, and rates may vary depending on the services provided and the amount of assets being managed.
Background:
NTACT RETIREMENT SOLUTIONS was founded in 2006 by a team of financial experts with the goal of providing comprehensive retirement planning and financial management services to clients across the country. The firm has since grown and established itself as a leader in the financial advisory industry.
The firm’s advisors have a range of certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst(CFA), ensuring that clients receive expert financial guidance and advice.
Financial Advisor Disclosures to Know:
NTACT RETIREMENT SOLUTIONS has a strict code of ethics and puts its clients’ interests at the forefront of its operations. The firm has a disclosure document called Form ADV, which clients can review to learn more about the firm’s business practices, potential conflicts of interest, and other important information.
Additionally, clients can access the firm’s Form CRS, which provides a summary of the firm’s services, fees, and obligations to its clients.