About Retirement Corporation of America
RCA traces its roots back to 1988, when the original advisory firm was formed by the Kiley family. From the very beginning, the RCA vision was focused on a disciplined process of helping clients create a customized Family Master Plan. This plan defines financial and lifestyle objectives and outlines specific investment strategies for helping accomplish those objectives. To this day, the same principles apply as RCA focuses on helping you define and reach your goals.
Our purpose is to help provide a path, connecting you to the future you desire- whether you're investing for financial growth, preparing to send kids or grandkids to college, planning for your retirement, or working toward some other goal. We can help you understand your financial options, while addressing key risks you may face, to help build your achievable strategy.
RCA'S dedicated and passionate team will work hard on your behalf to help bridge the gap between where you are and where you want to go. As your situation or objectives change, we will be here for you to discuss ways to adapt your Strategy.
See Disclosures
General Information
Firm Start Year
1988
No. of Employees
5-9
CRD#
6315979
Firm CRD#
283816
Name of Custodial Firm
Fidelity and Schwab
Years of Experience in Financial Services
37
Work with the following types of clients
Investment Clubs, Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, AWMA®, CRPS®, CRPC®, APMA®
Securities Licenses
Series 63, Series 65
Insurance and Annuity Licenses
Variable Annuity, Life, Annuity, Long Term Care, Variable Life, Casualty
Firm Information
Firm's Number of Clients
800
Firm's Number of Planning Clients
800
Firm's Number of Managed Clients
800
Assets Managed by Firm
700,000,000.00
Advisor's Number of Clients
800
Advisor's Number of Managed Clients
800
Advisor's Number of Planning Clients
800
Assets Managed by Advisor
$700,000,000.00
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets
Fee % Based on Assets
Varies
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892624/financialplanners-Retirement-Corporation-of-America-detailed-disclosure.html
Disclaimer
Investment Advice offered through Stratos Wealth Advisors, LLC. Stratos Wealth Advisors and Retirement Corporation of America are separate entities. Trading instructions sent via email, fax or voicemail will not be honored. There is no assurance that these messages can be retrieved on a timely basis, nor is there any sure method of confirming the customers identity. The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.