Retirement Advisors, Inc. is an independent, fee-only investment advisory firm. Our fee-only approach offers clients the peace of mind of knowing that our recommendations put their interests first. We work soley for our clients -- not for a commission or hidden fee. Our services include:
- Investment management - We employ a strategy that diversifies among U.S. stocks and foreign stocks and bonds, based on the unique risk/return objectives of each client. We make every effort to reduce the costs associated with our managed portfolios by using institutional funds and by offering competitive fees for our services. For our clients, we implement a truly institutional-quality portfolio. We recommend T.D. Ameritrade as custodian for our client accounts. Each account is insured in excess of $150 million. All accounts are held in your name. Retirement Advisors, Inc. acts solely as an independent investment advisor.
- Financial Planning - We offer our financial planning services on a Fee-Only hourly-as-needed basis. No commissions. No long-term contracts. No hidden or unnecessary fees. Just independent, objective advice.
- Corporate workshops - We have provided education workshops for the employees of many of the large local employers. These are strictly educational and can cover such topics as retirement planning, investment planning, or any other area of financial planning.
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