To promote financial literacy and education leading to enhanced financial decision making resulting in a more secure retirement experience.
At Nevada Retirement Planners, we believe no two investors are alike. Therefore, in order to help each client meet their financial goals, we base our process on a client focused personalized approach using multiple investment strategies.
Our advice, recommendations, and investment strategies are custom tailored to our clients’ short/long term investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation.
With ongoing financial education, continuous communication, and exceptional service, we are committed to developing a lifelong client-advisor relationship.
In the financial world there are basically two ways of receiving investment advice. This advice comes from either:
Most investors do not know the difference between these two investment models or that a difference even exists.
While investment advisors have a fiduciary duty to act in the best interests of their clients at all times, brokerage firms generally are not fiduciaries to their clients and therefore may make decisions that are not in the clients’ best interest.
Nevada Retirement Planners is a locally owned and strictly independent firm with no vendor agreements. Our independence means we can always pursue what is in our clients’ best interest.