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Are you looking for a financial advisor or financial planner in North Carolina? If so, you may be in the right place!
If you are already in retirement, within 10 years of retirement, or have an IRA, 401k, 403b or other retirement plan, then I am confident you are in the right place!
Retirement Investment Strategies is a fee-based financial firm serving clients in Raleigh, Garner, and the greater Triangle area. You can visit our office at 4101 Lake Boone Trail, Suite 122, Raleigh, NC.
If you are looking for your first financial advisor / financial planner or considering changing advisors, we can help you make a well-informed decision.
As you look for an advisor, ask these questions:
1)Do you want an advisor paid to put your interest first or one paid a commission for selling you a product?
2)Do you want an advisor required by law to work under a fiduciary process, putting your interest above all other considerations?
3)Do you want a firm with a clear direction that works with a very specific client group in order to serve them better?
4)Do you want an advisor who is patient and will answer all of your questions thoroughly?
5)Do you want an advisor who can help you create a plan to provide income that will last your entire retirement?
6)Do you want to make sure that, as much as possible, your remaining retirement funds will go to your heirs and NOT Uncle Sam?
7)Do you want to understand how much risk you should be taking in your investments?
8)Do you want an investment strategy that gives you peace of mind and that you easily understand?
9) Would you like to work with someone that is a CERTIFIED FINANCIAL PLANNER™?
If so, schedule a private meeting with us. We specialize in advising retirees and those close to retirement.
1. Who is our ideal client?
We believe good financial advisors specialize in a particular area of focus. For example, Retirement Investment Strategies focuses on retirement planning, especially working with 401k/IRA and other retirement accounts. We focus on strategies that administer these retirement plans along with your other non-tax-deferred accounts.
2. How long have you been practicing as a financial advisor in Raleigh, NC and the greater Triangle area?
Retirement Investment Strategies is co-owned by Radon Stancil a CERTIFIED FINANCIAL PLANNER™ practitioner who has been in practice for over 10 years. Rick Parkes, co-owner, has been in financial services for nearly 35 years.
3. How are you compensated?
We are a fee-based financial advisor firm.
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