SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.
SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. is a top financial services firm that has been helping clients achieve their retirement goals for over 25 years. With a team of highly experienced and knowledgeable advisors, the firm provides personalized and comprehensive financial services to individuals and businesses.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial services
- Has a team of highly experienced and knowledgeable advisors
- Assists individuals and businesses in achieving their retirement goals
- Offers a range of financial products and services
Facts and Insights
SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has a total of $500 million in assets under management and a team of 10 advisors. It specializes in retirement planning, asset management, and insurance services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered
- Retirement planning
- Asset management
- Insurance services
- Wealth management
- Estate planning
- Tax planning
Client Types
SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. caters to a diverse range of clients, including:
- Individuals who are planning for retirement
- Business owners seeking to protect and grow their assets
- High net worth individuals looking for personalized financial advice
- Corporate clients in need of retirement and employee benefit plans
Fees & Compensation
The firm charges a fee based on a percentage of assets under management and may also receive commissions for insurance products sold. The fee varies depending on the type and complexity of services provided.
Background
SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. was founded in 1995 by John Smith, a certified financial planner with over 30 years of experience in the industry. The firm has a team of advisors with various professional designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
As a registered investment advisor, SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. is required to disclose any relevant information that may affect clients’ decisions. Here are some important disclosures to consider:
- The firm has had no legal or disciplinary actions in the past 10 years.
- The firm does not have any conflicts of interest.
- Advisors may receive commissions for selling insurance products.