Decker Retirement Planning Inc

EST. AUM
$359,915,714

CONTACTS
8

CLIENT ACCOUNTS
2,299

Firm Details

Metro area Salt Lake City
CRD Number 284281
Website deckerretirementplanning.com
Client types

Overview

Decker Retirement Planning Inc. was founded on the idea that successful retirement planning could be quantified with a math-based and principle-based approach, rather than opinions. By establishing a financial practice set up to avoid conflicts of interest, the company believed it could effectively implement the three principles that govern proper retirement planning and become a pillar of light and clarity to those searching for answers. Their mission is to objectively and mathematically show each person how they can enjoy the retirement they have been wanting for their entire life. They call this A Safer Retirement™. All of their planners are purebred fiduciaries, their strategies are proprietary (built with clients in mind), and their services are focused on effective income distribution for clients. They have two-sided risk models that are designed to make money in up or down markets. The Social Security optimization strategies they developed open the door for more conversations.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Decker Retirement Planning Inc

Platform Details

Investment Preferences

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