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Retirement Roadmap Financial Planning
Retirement Roadmap Financial Planning helps people approaching retirement leave the workforce with confidence through comprehensive financial planning.
Overview
Retirement Roadmap Financial Planning helps people approaching retirement leave the workforce with confidence through comprehensive financial planning. It is a virtual-first, independently owned Registered Investment Advisor offering transparent flat-fee planning and investment management, with a fiduciary relationship and a focus on tax-conscious retirement income planning.
General information
Firm type
RIA
Location
City
San Diego
Principals
Eric Niergarth
CFP®, RICP®
Eric Niergarth
Sector focus
Frequently asked questions
Is Retirement Roadmap Financial Planning structured as an independent RIA or a corporate-owned practice?
Retirement Roadmap Financial Planning's ownership structure is not publicly disclosed. It or state regulator as an RIA, but whether it is an independent practice, a hybrid RIA, or owned by a larger financial institution is not verifiable from the public record.
What investment stages does Retirement Roadmap Financial Planning typically focus on?
Retirement Roadmap Financial Planning focuses on the accumulation and distribution stages of a client's financial life cycle — helping clients save for retirement during working years and then managing withdrawals, tax liabilities, and required minimum distributions in retirement. The firm is not known to engage in venture capital or private equity investments.
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