A complete list of active advisors currently associated with Retire Lab LLC

Warmer can help you find a great advisor at Retire Lab LLC or one who fits your needs even better.

Retire Lab LLC, which does business in Texas as Teachers Financial Group, provides investment management, financial planning, and retirement planning to individuals, high-net-worth clients, trusts and estates, charitable organizations, businesses, and retirement plan sponsors. The firm’s materials emphasize work with teachers, public employees, and retirees and note services for pension and profit-sharing plans in addition to individual accounts. The firm acts as a fiduciary and tailors portfolios to clients’ goals, risk tolerance, liquidity needs, and tax considerations, typically using mutual funds, ETFs, individual equities, and bonds and, when suitable, covered-call option overlays and tax-loss harvesting. Investment management is offered on a discretionary basis, and comprehensive financial planning is included for investment management clients; the firm also coordinates with clients’ other professionals as requested. Distinctive elements disclosed in the brochure include an affiliation with an insurance agency through which the firm’s principal is a licensed insurance agent and may receive commission-based compensation for insurance sales, a material conflict the firm discloses to clients. The firm also provides retirement-plan sponsor consulting and can serve in ERISA roles (including 3(38) discretionary management), services that are less common for firms of this size, and the brochure notes the adviser only recently became registered and reported no assets under management as of the filing date, indicating an early-stage practice.

To learn more about the advisors currently working at Retire Lab LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.