How does the advisor help clients – Key Takeaways:
STRATEGIC RETIREMENT PARTNERS, LLC is a financial advisory firm that specializes in retirement planning. They offer personalized financial services to help clients make informed decisions and achieve their retirement goals.
Their team of experienced advisors utilizes a strategic approach and innovative technology to provide clients with comprehensive retirement plans and ongoing support.
Some key takeaways on how STRATEGIC RETIREMENT PARTNERS, LLC helps clients include:
- Creating customized retirement plans tailored to each client’s unique needs and goals
- Regularly reviewing and adjusting plans as needed to ensure they remain on track
- Providing ongoing education and resources to empower clients to make informed financial decisions
- Offering a wide range of financial services to address various aspects of retirement planning
Facts and Insights
Founded in 2009, STRATEGIC RETIREMENT PARTNERS, LLC has quickly become a trusted and well-respected name in the financial advisory industry. They have offices located in various states across the country, making their services easily accessible to clients from different regions.
Their team of advisors has over 50 years of combined experience in the financial industry, bringing a wealth of knowledge and expertise to each client they serve.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
STRATEGIC RETIREMENT PARTNERS, LLC offers a comprehensive range of financial services to help clients plan for their retirement. Some of the services they provide include:
- Retirement planning
- Wealth management
- Investment management
- Social Security planning
- Tax planning
- Estate planning
- Insurance and risk management
Client Types
STRATEGIC RETIREMENT PARTNERS, LLC works with a diverse range of clients including individuals, families, and small business owners. They also specialize in working with clients who are approaching retirement or are already retired and need assistance with managing their finances in this stage of their life.
Fees & Compensation
STRATEGIC RETIREMENT PARTNERS, LLC operates on a fee-based model, meaning they charge a percentage of the assets they manage for their clients. This approach ensures that their interests are aligned with their clients, as their income is directly linked to the success of their clients’ portfolios.
Background
STRATEGIC RETIREMENT PARTNERS, LLC was founded by a group of seasoned financial advisors with the mission to provide comprehensive retirement planning services to clients across the nation. They strive to go beyond simply managing assets and aim to build meaningful, long-term relationships with their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, STRATEGIC RETIREMENT PARTNERS, LLC is regulated by the Securities and Exchange Commission (SEC). They have a clean record with no regulatory or disciplinary actions on file.
It’s important to note that all financial advisors and advisory firms are legally required to disclose any disciplinary actions or conflicts of interest that may affect their ability to provide unbiased and effective financial advice. Clients have the right to review this information before choosing to work with an advisor or firm.