A complete list of active advisors currently associated with Retirement Plans, LLC
Warmer can help you find a great advisor at Retirement Plans, LLC or one who fits your needs even better.
Retirement Plans, LLC serves individual investors and small businesses with retirement-focused financial planning and ongoing investment management. The firm provides retirement income planning, portfolio management using stocks, bonds, ETFs and covered option strategies, and offers advice on cash-flow needs and longevity planning. The firm emphasizes a risk-controlled asset-allocation approach that prioritizes diversification and the use of ETFs as low-cost proxies for asset classes, and it considers market cycles and valuations when recommending timing. It generally operates on a non-discretionary basis—requiring client consent for trades—and may use third-party money managers under client-directed arrangements. Compared with many peers, the firm documents its client materials in an up-to-date Form ADV brochure and supplement and describes ongoing client education and review processes, reflecting a focus on written communications and instructional support. It also discloses occasional, client-approved use of fixed annuities or non-variable insurance for risk reduction and the potential for related insurance compensation, an arrangement that is uncommon among independent, fee-only solo advisers.
To learn more about the advisors currently working at Retirement Plans, 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.
Name |
Location |
Years of experience |
|---|---|---|
Auburn, AL
| 10
|
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