Am I on Track for Retirement?
A reliable answer to the retirement readiness question requires comprehensive planning. I would strongly encourage everyone to use a professional to help establish a retirement plan.
View the ArticleRather & Kittrell, Inc. is a Registered Investment Adviser. To learn more about the types of services RK specializes in and more, please visit: Form CRS.
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Rather & Kittrell reached out to clients via email requesting voluntary feedback. Clients were not provided any compensation for their review. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.
The CNBC FA 100 ranking recognizes those advisory firms that help clients navigate through their financial life.
CNBC FA 100 ListA Fiduciary is a financial professional who has a legal and ethical obligation to work on behalf of their clients’ best interest.
What is a Fiduciary?*Rather & Kittrell was included in the 2022 CNBC Financial Advisor 100 ranking. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA 100 list. The methodology consisted of analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors. These data points included: disclosures; number of years in the business; number of employees; number of investment advisors registered with the firm; the ratio of investment advisors to total number of employees; total assets under management; percentage of discretionary assets under management; total accounts under management; number of states where the firm is registered; and country of domicile. This analysis started with an initial list of 39,818 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 904 RIAs, with those firms meeting CNBC’s proprietary criteria. In turn, those advisory firms wishing to be ranked filled out a comprehensive application in regard to their practice. The CNBC team verified that data with those firms and with the SEC regulatory database. CNBC does not charge any type of fee to advisors to be listed in the annual ranking nor was Rather & Kittrell compensated for its participation. The ranking is not indicative of investment performance or any other result, should not be construed as an endorsement, and was independently calculated unrelated to any client’s experience.
A reliable answer to the retirement readiness question requires comprehensive planning. I would strongly encourage everyone to use a professional to help establish a retirement plan.
View the ArticleAny business is only as good as its people. Our team is at the core of what sets RK apart.
Meet the RK Team