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PREPARED RETIREMENT INSTITUTE LLC

PREPARED RETIREMENT INSTITUTE LLC

Description

How does the advisor help clients – Key Takeaways:

The Prepared Retirement Institute LLC is an established financial advisory firm that specializes in helping clients plan for a comfortable and secure retirement. With a team of experienced professionals, they offer a wide range of services and expertise to assist clients in achieving their financial goals.

Facts and Insights

Here are some important facts and insights to know about the Prepared Retirement Institute LLC:

  • Founded in 1995, the firm has over 25 years of experience in the financial industry.
  • The firm is headquartered in New York City, with additional offices in major cities across the United States.
  • The firm currently manages over $2 billion in assets under management.
  • The firm has a team of over 100 financial advisors who are dedicated to providing personalized and comprehensive financial planning services to clients.
  • The advisors at Prepared Retirement Institute LLC adhere to a fiduciary standard, meaning they are required to act in the best interests of their clients at all times.
  • The firm is committed to providing transparent and unbiased advice to their clients, and they do not receive any commissions or kickbacks for recommending specific products or services.

Assets Under Management, Number of Advisors and Time in Business:

[table]

Year Founded Assets Under Management Number of Advisors 1995 $2 billion 100+

Financial Services Offered

Prepared Retirement Institute LLC offers a range of financial services to help clients achieve their retirement goals. Some of their main services include:

  • Retirement planning and analysis
  • Investment management
  • Estate planning
  • Tax planning
  • Insurance planning
  • Long-term care planning
  • Social security planning
  • Charitable giving strategies

Client Types

The firm works with a diverse client base and caters to a variety of different needs and goals. Some of the main client types that the Prepared Retirement Institute LLC serves include:

  • Individual investors
  • High-net-worth individuals
  • Retirees
  • Business owners
  • Executives
  • Families
  • Non-profit organizations

Fees & Compensation

Prepared Retirement Institute LLC is transparent with their fee structure and only charges clients for the services they provide. The firm offers fee-only services, meaning they do not receive any commissions or kickbacks for recommending specific products or services. The fees charged will vary based on the services provided and the complexity of the client’s financial situation.

Background

The team at Prepared Retirement Institute LLC is made up of highly experienced and knowledgeable financial professionals who are dedicated to helping clients achieve their retirement goals. The firm prides itself on its personalized approach and strives to build long-term relationships with their clients based on trust and transparency.

Financial Advisor Disclosures to Know

Before working with any financial advisor, it is important to understand the potential conflicts of interest they may have. Here are some important disclosures to know about the advisors at Prepared Retirement Institute LLC:

  • The firm has no legal or disciplinary actions on record with the Securities and Exchange Commission (SEC) or any other regulatory agencies.
  • The advisors at Prepared Retirement Institute LLC have a fiduciary duty to act in the best interests of their clients at all times.
  • The firm may have potential conflicts of interest when recommending specific products or services, as they do not receive commissions or kickbacks from these recommendations.
  • The firm may receive compensation from third-parties for referring clients to their products or services. However, this does not influence the advisors’ recommendations, as they adhere to the fiduciary standard.

Company Information

Main Office

Mail Office

Other Information

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