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RETIREMENT INVESTMENT ADVISORS INC.
Retirement Investment Advisors Inc. (RIA) is a leading financial advisory firm that specializes in retirement planning and investment management. They have been serving clients for over 20 years with their team of highly qualified financial experts.
How does the advisor help clients – Key Takeaways:
- Expertise in retirement planning and investment management
- Personalized approach to finding the best solution for each client
- Utilizes a comprehensive financial planning process
- Offers a wide range of financial services
Facts and Insights:
As of 2020, RIA has managed over $500 million in assets for their clients. This speaks to their success in helping individuals and families reach their retirement goals through smart investment strategies. They have also been recognized by industry publications such as Forbes and Barron’s for their outstanding performance and customer satisfaction.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $500 million | 10 |
Financial Services Offered:
RIA offers a wide range of financial services to help their clients achieve their retirement goals. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
Client Types:
RIA serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- High net worth individuals
- Pension plans
- Non-profit organizations
Fees & Compensation:
RIA works on a fee-only model, which means they do not earn commissions or receive any financial incentives for recommending specific investments. This ensures that their recommendations are always in the best interest of their clients.
Background:
RIA was founded in 1999 by John Smith, a highly experienced financial advisor with over 30 years of experience in the industry. He has assembled a team of financial experts with diverse backgrounds and experience to provide the best service to their clients.
Financial Advisor Disclosures to Know:
As a fiduciary, RIA is legally obligated to act in the best interest of their clients. They fully disclose all potential conflicts of interest and strive to maintain transparent communication with their clients at all times.