How does the advisor help clients – Key Takeaways:
SENIORSOLUTIONS is a financial advisory firm that specializes in helping clients nearing retirement or currently in retirement with their financial planning needs. With a team of experienced advisors, SENIORSOLUTIONS offers a range of services and personalization to meet their clients’ unique goals and needs.
Facts and Insights
Founded in 2005, SENIORSOLUTIONS has been in business for over 15 years. According to publicly available numbers, their assets under management (AUM) total over $500 million and they have a team of 20 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | Over 15 years |
Financial Services Offered
SENIORSOLUTIONS offers a variety of financial services to help clients plan for and manage their retirement. These services include investment management, retirement income planning, estate planning, and long-term care planning. Their team of advisors works closely with clients to develop personalized strategies that align with their goals and risk tolerance.
Client Types
SENIORSOLUTIONS primarily serves clients nearing retirement or currently in retirement. Their clients typically have a high net worth and are looking for guidance and support in managing their retirement funds and income.
Fees & Compensation
SENIORSOLUTIONS operates on a fee-only structure, meaning they do not receive commissions for any financial products recommended to clients. This ensures that their advisors are acting in their clients’ best interests and not influenced by potential commission earnings. Fees are based on a percentage of AUM and are transparently communicated to clients before any services are rendered.
Background
The team at SENIORSOLUTIONS is composed of experienced financial advisors with backgrounds in finance, accounting, and estate planning. The firm also holds various certifications and designations, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
SENIORSOLUTIONS is committed to transparency and fully discloses any potential conflicts of interest to their clients. They also have a standard procedure in place for addressing client complaints and inquiries. Additionally, their advisors are required to adhere to a strict code of ethics and professional conduct, ensuring that clients receive the highest level of service and integrity.