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How does the advisor help clients – Key Takeaways:
RETIREMENT INCOME MANAGEMENT, INC. provides expert financial advice and planning for individuals and businesses looking to maximize their retirement income. With a team of experienced and knowledgeable advisors, the firm helps clients develop personalized strategies to meet their financial goals.
Facts and Insights:
As of 2021, RETIREMENT INCOME MANAGEMENT, INC. has over $500 million in Assets Under Management. The firm has been in business for 20 years and has a team of 10 advisors ready to assist clients with their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered:
RETIREMENT INCOME MANAGEMENT, INC. offers a wide range of financial services to help clients manage and grow their retirement income. This includes investment management, retirement planning, tax planning, and estate planning.
Client Types:
The firm works with both individuals and businesses, providing tailored financial solutions to meet their specific needs. RETIREMENT INCOME MANAGEMENT, INC. also specializes in working with retirees and pre-retirees, helping them plan for a secure and comfortable retirement.
Fees & Compensation:
RETIREMENT INCOME MANAGEMENT, INC. charges a percentage of assets under management as their fee, which can range from 1% to 2% depending on the size of the account. The firm may also charge additional fees for financial planning services. All fees and compensation are transparent and fully disclosed to clients.
Background:
The team at RETIREMENT INCOME MANAGEMENT, INC. is made up of qualified and experienced financial advisors who are dedicated to helping clients achieve their financial goals. With their combined knowledge and expertise, they have built a reputation as a trusted and reliable financial partner.
Financial Advisor Disclosures to Know:
As a registered investment advisor, RETIREMENT INCOME MANAGEMENT, INC. is held to a fiduciary standard, meaning they are legally obligated to always act in the best interests of their clients. The firm also discloses any potential conflicts of interest and ensures transparency in all financial transactions.