Message From our Founder
Trust Doesn’t Just “Happen”…
Recently, I was honored to be named a 2014 FIVE STAR Wealth ManagerSM by Philadelphia Magazine. This award was designed to highlight local wealth managers who listen to their clients, operate with an emphasis on integrity and service and represent their clients’ best interests.
Finding a trustworthy wealth manager has always been a critical part of protecting and growing your personal wealth. We understand that, in many ways, choosing a wealth manager is just as personal and important as choosing a primary care physician. You are entrusting your future well-being to that person.
Experience and Transparency
Our firm manages the retirement assets of individuals across a wide spectrum of life stages and wealth levels. We have always encouraged our clients and prospective clients to be conscientious and vigilant when entering into a relationship that puts someone else in control of their assets. Headlines in recent years have evidenced that working with a less-than-transparent wealth manager can have disastrous financial consequences for generations to come.
Trust Made Simple
Plain and simple… trust has to be earned. And we want the chance to earn yours; which is why Retirement Planning Specialists offers a complimentary initial consultation including a comprehensive portfolio analysis and summary of recommendations, followed by an additional appointment to discuss a strategy for implementation specific to your financial planning needs.
Contact Us Today
We appreciate the opportunity to serve you as our client. We will be happy to schedule an initial consultation, no matter where your assets are currently managed. Please contact our office at 215-657-8600 or visit us on-line at www.retire-yes.com for additional information.
Founder and CEO
The FIVE STAR Wealth Manager list is compiled by Crescendo Business Services, LLC. It includes wealth managers in the Philadelphia area in 2014 and reflects those scoring highest in client satisfaction. Wealth managers were identified through surveys conducted with consumers and financial professionals, and evaluated across nine attributes: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting financial objectives, post-sale service, quality of recommendations, and overall satisfaction. Favorable and unfavorable evaluations are included in the score. Each wealth manager is reviewed for regulatory actions, civil/judicial actions, and customer complaints. Wealth managers do not pay a fee to be included in the research or final list. Scores reflect an average of all respondents and may not be representative of any one client's evaluation. Working with a FIVE STAR Wealth Manager does not guarantee investment success.