Investment Advice (Fee-only)
We offer fee-only investment advice. This can be a stand-alone service or part of a financial planning relationship. Retirement Tax Advisory Group is a Registered Investment Advisor in the state of Kentucky.
We can offer advice on your investments without charging any investment commissions. We are an independent firm without any proprietary products, helping to ensure our objectivity. Our loyalty is to our clients and helping them improve their bottom line. We work with you to reach your goals and maximize your return for a given level of risk (volatility). Taxes, liquidity, age/time-horizon, risk tolerance, type of account, estate issues, asset allocation, cash flow, potential return, and safety are among the many factors that should be considered during this process. We work with our clients on an ongoing basis to monitor their investments and provide personalized advice.
A portfolio review is part of the free initial consultation for potential clients.