Retirement Financial Group offers discretionary and non-discretionary portfolio management, along with financial consulting services covering cash flow, retirement planning, insurance analysis, education savings, estate planning, and tax strategy. Retirement Financial Group partners with third-party sub-advisers and model providers to handle back-office support, trading, and billing, while the firm focuses on client interaction and portfolio oversight. The firm specializes in helping clients navigate retirement transitions and investment management. In addition to investment advice, certain associated persons are licensed insurance agents through affiliated agencies and may offer insurance products for a separate commission-based fee.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the complexity of client goals and objectives and the level of services rendered.