RETIRESMART CONSULTING, LLC.
RETIRESMART CONSULTING, LLC. is a leading financial consulting firm that offers expert financial advice to individuals, families, and businesses. With a strong focus on helping clients plan for retirement, they provide comprehensive and personalized services designed to meet each client’s unique needs and goals.
How does the advisor help clients – Key Takeaways:
- Expert financial advice for retirement planning
- Comprehensive and personalized services
- Strong focus on client’s unique needs and goals
Facts and Insights
Assets Under Management: As of 2021, RETIRESMART CONSULTING, LLC. has over $500 million in assets under management.
Number of Advisors: The firm has a team of experienced and knowledgeable advisors who are dedicated to providing top-notch financial services to their clients.
Time in Business: RETIRESMART CONSULTING, LLC. was founded in 2010 and has been in business for over 10 years, demonstrating their stability and success in the financial industry.
Financial Services Offered
RETIRESMART CONSULTING, LLC. offers a wide range of financial services to help clients plan for their future and achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- College planning
Client Types
The firm serves a diverse group of clients, including:
- Individuals and families
- Small business owners
- Corporations and organizations
- Nonprofit organizations
- High-net-worth individuals
Fees & Compensation
RETIRESMART CONSULTING, LLC. follows a transparent fee structure and works on a fee-only basis. This means that they do not earn commissions or receive any compensation from third parties for recommending specific financial products to their clients. Their fees are based on a percentage of the assets they manage for their clients, ensuring that their incentives are aligned with their clients’ best interests.
Background
The founding partners of RETIRESMART CONSULTING, LLC. have a combined experience of over 30 years in the financial industry. They are highly qualified and hold various certifications, including Certified Financial Planner (CFP®) and Chartered Financial Advisor (ChFC®). Their team of advisors also have diverse backgrounds and expertise, allowing them to offer a well-rounded approach to financial planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, RETIRESMART CONSULTING, LLC. is legally obliged to disclose potential conflicts of interest and any information that may impact their clients’ decision-making. This includes any disciplinary actions or legal issues involving the firm or its advisors. Clients can access this information through the firm’s Form ADV, which is available on the Securities and Exchange Commission’s website.
In conclusion, RETIRESMART CONSULTING, LLC. is a trusted and experienced financial consulting firm that puts their clients’ best interests first. With a focus on retirement planning and a comprehensive range of financial services, they are dedicated to helping individuals and businesses achieve their financial goals and secure their future.