Public Retirement Planners is an independent financial services company that specializes in helping Baby Boomers with their financial planning, investment management, and asset protection needs. Our mission is simple: to help Baby Boomers enjoy financial security during retirement by planning and investing according to each client's unique financial fingerprint.
We operate strictly using a consultative approach to financial planning and as a fiduciary, we are legally obligated to act in the best interest of our clients. Managing your 457 deferred comp plan and other investments is no easy job and important things can easily slip through the cracks. During his most recent radio interview, Sev Meneshian, CFP(R) talks about issues that all investors should.
We operate strictly using a consultative approach to financial planning and as a fiduciary, we are legally obligated to act in the best interest of our clients. Managing your 457 deferred comp plan and other investments is no easy job and important things can easily slip through the cracks. During his most recent radio interview, Sev Meneshian, CFP(R) talks about issues that all investors should.
Services
Public Retirement Planners is an independent financial services company that helps Baby Boomers with their financial planning, investment management, and asset protection needs. With our extensive background in working with Baby Boomers, we have the experience and knowledge necessary to help you get to and through retirement as safely and comfortably as possible.
If you have difficulty finding something, please feel free to contact us and we'll be happy to help. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
A fee-based financial planner, as opposed to commission-based, is a licensed professional who is paid by the customer, rather than by a sales commission. This arrangement is appealing to investors who want objective advice, not recommendations based upon what is most profitable for the planner.
Many advisors offer a "free" financial plan, but oftentimes the ultimate goal is to steer you only toward certain products that are profitable for the advisor.Over time, it is likely that investment fees will outweigh the cost of a 'free' financial plan. Public Retirement Planners charges you directly for creating a financial plan, ensuring that our advice is unbiased and serves your best interests.
Many advisors offer a "free" financial plan, but oftentimes the ultimate goal is to steer you only toward certain products that are profitable for the advisor.Over time, it is likely that investment fees will outweigh the cost of a 'free' financial plan. Public Retirement Planners charges you directly for creating a financial plan, ensuring that our advice is unbiased and serves your best interests.
Public Retirement Planners offers employer-sponsored deferred compensation plans for private and public-sector employers. Deferred compensation plans are fully customizable to meet the needs of the employers and employees. In addition to personal financial planning and investment management, Public Retirement Planners specializes in the creation and servicing of 457 deferred compensation plans at a minimal cost.
Public Retirement Planners provides investment management for your 457 plan and other retirement accounts, allowing you to devote more time to your family and less time to managing investments. Through the use of a limited power of attorney through TD Ameritrade, Public Retirement Planners acts on your behalf to manage your investments, which are held in custody by TD Ameritrade, not Public Retirement Planners.
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