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Retirement Advisors, Inc. is a financial advisory company established in 1996 to offer fee-only, fiduciary financial planning advice. With a specialization in retirement planning, the firm aims to assist clients in making informed decisions that maximize retirement benefits for themselves and their families. The ultimate goal is to make retirement as enjoyable as possible.
The founder of Retirement Advisors, Inc., Stephen Haidt, recognized that the financial services industry was poorly serving many individuals and saw the need for an advisor who truly works on behalf of their clients. With this vision in mind, Haidt founded the company to provide a world-class wealth management solution for successful individuals who desire a worry-free retirement and to maintain their desired lifestyle.
Stephen has over 25 years of experience in helping people achieve successful retirements. He earned his Bachelor of Science in Business Management from the University of South Alabama in 1981 and is a National Association of Personal Financial Advisors (NAPFA) member. Additionally, he holds certifications as a Certified Financial Planner (CFP®) and a Certified Private Wealth Advisor (CPWA®).
Retirement Advisors, Inc. prides itself on being an expert at guiding individuals into retirement while helping them avoid common mistakes often made during this critical life stage. By providing personalized financial planning and investment advice, the firm aims to empower its clients to make sound financial decisions that align with their retirement goals. Overall, Retirement Advisors, Inc. strives to ensure its clients enjoy a worry-free retirement filled with peace of mind and fulfillment.
Designations | Minimum asset threshold |
Registered Investment Advisor | N/A |
Firm CRD Number | Number of advisors |
122122 | 1 |