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How does the advisor help clients – Key Takeaways:
The Retirement Group, LLC (TRG) is a comprehensive financial planning firm that specializes in assisting clients with retirement planning. With an experienced team of advisors and a wide range of services, TRG helps their clients achieve their financial goals and prepare for a secure retirement.
Facts and Insights
Founded in 2002, TRG has over 19 years of experience in the financial industry. They have grown to become one of the top retirement planning firms in the country. TRG has served over 10,000 clients and managed more than $1 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 30+ | Over 19 years |
Financial Services Offered
TRG offers a variety of financial services to help their clients plan for retirement. These services include:
- Retirement income planning
- Investment management
- Social Security optimization
- 401(k) and pension consulting
- Tax planning
Client Types
TRG works with a diverse range of clients, including:
- Individuals who are approaching retirement
- Retirees looking to maximize their retirement income
- High-net-worth individuals
- Business owners
- Couples planning for their future
Fees & Compensation
TRG operates as a fee-only financial planning firm, meaning they do not earn commissions on products they recommend to clients. They charge a percentage fee based on the assets they manage for their clients. This fee structure aligns their interests with their clients, ensuring they are always acting in their best interests.
Background
The Retirement Group, LLC was founded by a group of experienced advisors who recognized the need for specialized retirement planning services. They have since expanded their team to include a diverse group of advisors with various financial backgrounds and specialties. Their combined expertise and dedication to client satisfaction have earned them numerous accolades and recognition in the industry.
Financial Advisor Disclosures to Know
TRG is a registered investment advisory firm with the Securities and Exchange Commission (SEC). They are obligated to disclose any potential conflicts of interest that may arise in their client relationships. Clients can rest assured that TRG is committed to transparency and always puts their clients’ interests first.