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Fourth Quarter Retirement Strategies, LLC
Fourth Quarter Retirement Strategies is a fee-only registered investment advisory firm that acts as a fiduciary at all times. It provides conflict-free...
Overview
Fourth Quarter Retirement Strategies is a fee-only registered investment advisory firm that acts as a fiduciary at all times. It provides conflict-free financial, investment and retirement advice and comprehensive planning for people nearing or in retirement, including everyday folks who may not have high net worth. The firm utilizes passive, low-cost index fund investing and strategies to mitigate longevity, tax and other retirement risks.
General information
Firm type
RIA
Location
Country
United States
City
Hopkinton
Principals
Jeff Bograd
Founder
Sector focus
Frequently asked questions
How does the firm source deal flow or retirement planning strategies?
No information is publicly available regarding how Fourth Quarter Retirement Strategies sources investment opportunities or constructs retirement strategies. The firm does not appear in standard RIA databases with sufficient detail to infer its sourcing model.
What geographic markets does Fourth Quarter Retirement Strategies serve?
The firm's geographic footprint is not publicly disclosed. There is no known headquarters city or state, and no additional offices are listed in available records.
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