Retirement Money Management

Overview

Retirement Money Management is an independent, individually owned investment advisory firm organized as a corporation and registered in Florida. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars. In addition to advisory work, the firm operates as a registered representative of a broker-dealer and as an insurance broker, and it charges clients through a mix of percentage-of-AUM fees, hourly and fixed fees, and commissions. The firm does not identify as an ESG investor and does not position itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices