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Retirement Planning Partner LLC
Retirement Planning Partner is a fee-only financial advisory focused on retirement and financial planning. It offers hourly or flat-rate advice, including...
Overview
Retirement Planning Partner is a fee-only financial advisory focused on retirement and financial planning. It offers hourly or flat-rate advice, including retirement income planning, tax planning, healthcare and asset protection, estate and legacy planning, and investment review. The firm works with clients nationwide, including the Seattle area, and does not charge asset-based fees or sell products.
General information
Firm type
Financial Planning Firm
Location
Country
United States
City
Woodinville
Principals
Chris Maggio
Chris Maggio
Retirement Planner, RICP®
Sector focus
Frequently asked questions
Is Retirement Planning Partner LLC a fiduciary?
As a registered investment advisor, the firm is bound by the Investment Advisers Act of 1940, which imposes a fiduciary duty to act in clients' best interests. This standard applies to all advisory services provided, including retirement plan recommendations.
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