How does the advisor help clients – Key Takeaways:
For over a decade, PHD Retirement Consulting has been providing financial expertise to clients in planning for their retirement. With a team of experienced advisors and a wide range of financial services offered, they are able to tailor their strategies to fit each client’s individual needs.
Facts and Insights
PHD Retirement Consulting has over $500 million in assets under management with a team of 10 advisors. They have been in business for 12 years, constantly staying updated with the ever-changing financial landscape to provide their clients with the best advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 12 years |
Financial Services Offered
PHD Retirement Consulting offers a variety of financial services to help clients achieve their retirement goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
PHD Retirement Consulting works with a diverse range of clients, including individuals, families, and small businesses. They understand that each client has unique financial needs and are committed to providing personalized solutions for their clients’ retirement goals.
Fees & Compensation
PHD Retirement Consulting operates on a fee-only basis, meaning they do not receive commission from any financial products they recommend to their clients. This helps eliminate any conflicts of interest and ensures that their advice is solely focused on their clients’ best interests.
Background
The advisors at PHD Retirement Consulting have extensive backgrounds in finance and specialize in retirement planning. They hold various certifications, such as Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC), to ensure they are well-equipped to guide their clients towards a successful retirement.
Financial Advisor Disclosures to Know
PHD Retirement Consulting values transparency and provides their clients with all necessary disclosures, including any potential conflicts of interest and fees. They want their clients to have a clear understanding of their services and any potential implications that may arise from their recommendations.