Retirement Planning And Management, Inc.

Overview

Retirement Planning And Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual/family and institutional clients and positions itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Fee arrangements are flexible—percentage of AUM, hourly, and fixed-fee engagements are all used. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices