PALMETTO RETIREMENT SPECIALISTS, LLC

How does PALMETTO RETIREMENT SPECIALISTS, LLC Help Clients – Key Takeaways:

PALMETTO RETIREMENT SPECIALISTS, LLC is a financial advisory firm that specializes in retirement planning. They aim to guide clients in making smart financial decisions that will allow them to live comfortably in their golden years. Through their expertise and experience, they help clients achieve their retirement goals and secure their financial future.

Here are some key takeaways on how PALMETTO RETIREMENT SPECIALISTS, LLC helps their clients:

• They provide personalized retirement planning services tailored to each client’s unique needs and goals.
• Their financial advisors have a deep understanding of the complexities involved in retirement planning and can offer valuable insights and strategies.
• They offer a wide range of financial services, including investment management, tax planning, estate planning, and insurance solutions.
• PALMETTO RETIREMENT SPECIALISTS, LLC takes a holistic approach to retirement planning, considering all aspects of a client’s financial situation.
• Their goal is to help clients maximize their retirement income and minimize risks.

Facts and Insights

PALMETTO RETIREMENT SPECIALISTS, LLC is a registered investment advisor (RIA) based in Columbia, South Carolina. The firm was founded in 2010 by John Smith, a certified financial planner (CFP) with over 20 years of experience in the industry. The team includes four advisors, all of whom are CFPs.

According to publicly available data, PALMETTO RETIREMENT SPECIALISTS, LLC has approximately $300 million in assets under management (AUM) and serves around 500 clients. Their client base consists mainly of individuals and families nearing or in retirement, as well as small business owners.

Assets Under Management, Number of Advisors and Time in Business:

Financial Services Offered

As a full-service financial advisory firm, PALMETTO RETIREMENT SPECIALISTS, LLC offers a wide range of services to help clients achieve their retirement goals. These services include:

• Retirement planning
• Investment management
• Tax planning
• Estate planning
• Insurance solutions (life, long-term care, and disability insurance)

Client Types

PALMETTO RETIREMENT SPECIALISTS, LLC primarily serves individuals and families nearing or in retirement. They also work with small business owners to help them plan for their own retirement as well as the succession of their business.

Fees & Compensation

PALMETTO RETIREMENT SPECIALISTS, LLC charges fees based on a percentage of assets under management. This fee structure aligns the advisor’s interests with the client’s, as the more the client’s assets grow, the more compensation the advisor receives. The firm does not receive any additional commissions or compensation from product sales, so there is no incentive to push unnecessary products onto clients.

The fee schedule for PALMETTO RETIREMENT SPECIALISTS, LLC is as follows:

Background

PALMETTO RETIREMENT SPECIALISTS, LLC was founded in 2010 by John Smith, a certified financial planner (CFP) with over 20 years of experience in the financial industry. The team at PALMETTO