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How does the advisor help clients – Key Takeaways:
The Retirement Planning Company of New England, Inc. works as a team to provide comprehensive financial planning services to help clients achieve their retirement goals. They have a deep understanding of the complex financial landscape and use their expertise to create customized strategies for each client’s unique needs and objectives.
Facts and Insights
The company was founded in 1995 and has been in business for over 25 years, providing clients with a long-standing history of financial stability and success. With offices in multiple locations throughout New England, they have a wide-reaching presence to serve a diverse client base.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 25 | Over 25 years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
Client Types
The Retirement Planning Company of New England, Inc. serves a diverse range of clients, including individuals, families, and businesses. They work with clients at all stages of their financial journey, from young professionals just starting to save for retirement to individuals nearing retirement and seeking to optimize their nest egg.
Fees & Compensation
The company operates on a fee-based model, meaning they are compensated for their services through a combination of fees and commissions. This ensures that their interests and incentives are aligned with those of their clients, as they only make money if their investment recommendations and strategies are successful in growing the clients’ portfolios.
Background
The Retirement Planning Company of New England, Inc. is led by a team of experienced financial advisors, each with a unique set of skills and specialties. They prioritize ongoing education and training to stay current with industry trends and ensure that their clients receive the most up-to-date and relevant financial advice.
Financial Advisor Disclosures to Know
As fiduciaries, the advisors at The Retirement Planning Company of New England, Inc. are legally obligated to act in the best interests of their clients at all times. They uphold the highest level of integrity and transparency when it comes to managing their clients’ finances, and strive to maintain open and honest communication at all times.