How does the advisor help clients – Key Takeaways:
Tidmore Retirement Planning Specialists is a reputable financial planning firm known for its expertise in retirement planning. They specialize in assisting clients in creating a comprehensive retirement plan that fits their individual needs and goals. The team at Tidmore Retirement Planning Specialists is well-versed in the financial industry and can provide guidance and strategies to help clients achieve their retirement dreams.
Facts and Insights
Tidmore Retirement Planning Specialists has been in business for over 15 years and has established a strong reputation for their expertise in retirement planning. They have a team of highly qualified financial advisors who are dedicated to helping clients achieve financial security in their retirement years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Risk management
- Social Security planning
Client Types
Tidmore Retirement Planning Specialists serves a diverse range of clients, including high net worth individuals, corporate executives, and small business owners. They also offer services to pre-retirees who are looking to create a solid financial plan for their retirement years.
Fees & Compensation
Tidmore Retirement Planning Specialists charges a percentage of assets under management as their fee, with a minimum account size of $500,000. They operate on a fee-only basis, meaning they do not earn commissions from selling financial products. This ensures that their recommendations are always in the best interest of their clients.
Background
The team at Tidmore Retirement Planning Specialists is made up of experienced financial advisors with various backgrounds in the financial industry. They bring a wealth of knowledge and expertise to the table, allowing them to provide clients with personalized and comprehensive retirement planning services.
Financial Advisor Disclosures to Know
As a registered investment advisor, Tidmore Retirement Planning Specialists is required to disclose any potential conflicts of interest to clients. They take this responsibility seriously and are committed to providing transparent and ethical services to their clients.