A complete list of active advisors currently associated with Retirement Lifestyles Advisory Group
Warmer can help you find a great advisor at Retirement Lifestyles Advisory Group or one who fits your needs even better.
Retirement Lifestyles Advisory Group is a state-registered, single-advisor firm that provides retirement income planning, comprehensive financial planning and ongoing portfolio management for individuals, small business owners, professionals and company retirement plans. The firm typically begins engagements with a one-time planning product called the “RLA X‑Ray” and provides ongoing account supervision and regular plan reviews. The firm’s investment approach is grounded in Modern Portfolio Theory and a long-term, buy-and-hold philosophy with periodic rebalancing, using diversified vehicles such as ETFs, index funds, separately managed and unified managed accounts and a noted tilt toward small‑cap and value exposures. RLAG does not accept discretionary trading authority for client accounts, so portfolios are managed primarily on a non‑discretionary basis unless a client elects to grant limited trading or disbursement power of attorney. Distinctive features include the adviser’s continuing role as a licensed insurance agent: the brochure discloses that insurance commissions represent a meaningful portion of the firm’s compensation and that insurance-related work occupies part of the adviser’s workweek, which the firm identifies as a potential conflict of interest. Compared with many independent solo advisers, RLAG manages a substantial amount of client assets on a non‑discretionary basis, requires at least annual in‑person client meetings, and offers a mix of comprehensive planning, hourly consultations and ongoing portfolio management.
To learn more about the advisors currently working at Retirement Lifestyles Advisory Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Redding, CA
| 16
|
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