$1.1M Rev. Retirement planning firm in New Jersey

(PLEASE DO NOT REQUEST AN NDA ON THIS PLATFORM, WE RARELY CHECK IT. EMAIL IF INTERESTED.) This New Jersey-based financial services firm, founded in 2017, operates as a fiduciary-centered retirement planning practice specializing in sophisticated, tax-efficient income strategies for a high-net-worth clientele. The business primarily serves pre-retirees and retirees with investable assets typically ranging from $1 million to $5 million, focusing on individuals concerned about market volatility and long-term tax optimization. The firm is currently evolving its revenue model by establishing a Registered Investment Advisor (RIA) to provide comprehensive asset management through a recurring fee structure, building upon a strong historical foundation in specialized insurance, Medicare, and annuity products. Distinguishing itself through a proprietary retirement income framework and an advanced "Roth Blueprint" process, the practice emphasizes downside protection, Social Security tax minimization, and Required Minimum Distribution (RMD) elimination. While maintaining a physical presence in Mount Laurel, the firm utilizes a highly scalable, digital-first approach that enables it to consult with clients across the United States through a mix of educational seminars, video marketing, and virtual consultations. This streamlined operational structure is supported by systematized onboarding and review processes, ensuring high client retention and a predictable lead generation pipeline through diversified digital and community-based marketing channels. Email David Chua: redacted for more info.