|
Please read the regulatory disclosure for Retirement Directions LLC, a New York State Registered Investment Adviser. Also, please note that nothing in this website should be construed as a solicitation for investment advisory business in any state other than New York.
Personal financial planning advice will only be rendered after:
- Delivery of the Form ADV-Part II to the client;
- Execution of a Client Services Contract and/or Letter of Engagement depending on the complexity of the engagement; and
- Initial payment of the planning fee or annual retainer fee as described in the attached Form ADV-Part II.
|
|