Cordova, Tennessee (PRWEB) July 08, 2014
“Retirement Partners Group allows me to share ideas with other knowledgeable retirement professionals who share my belief in providing unbiased guidance,” said Auerbach. “I have an opportunity to develop new ideas with top colleagues and to use those ideas to serve my clients.”
To help ensure the integrity of Retirement Partners Group’s membership, entry is available to advisors who have met specific qualification criteria. Members are recognized leaders in the retirement plan industry and hold approved industry professional designations. They must also advise at least 25 plans or provide consulting services to retirement plans with assets of at least $50 million. In addition, Retirement Partners Group members agree to uphold the organization’s eight guiding principles of compliance, diligence, confidentiality, competence, integrity, disclosure, identification and furtherance of industry.
“Only experienced, educated and qualified advisors are allowed to join Retirement Partners Group,” said Auerbach. “I am honored to be affiliated with so many distinguished retirement professionals.”
Retirement Partners Group is a network of advisors associated with LPL Financial who focus primarily on advising retirement plans for small to mid-size companies. RPG advisors are enabled to engage with these companies through the entire spectrum of LPL Financial offerings, including brokerage and 3(21) and 3(38) advisory services. LPL Financial is among the 401(k) plan distribution leaders in terms of number of retirement plan advisors, plans, participants and assets under advisement. LPL Financial provides advisors with a robust set of integrated tools that allows them to efficiently prospect, engage, monitor and service retirement plans and, where appropriate, address investment fiduciary requirements.
About Charles Auerbach
Charles “Charlie” Auerbach is President of Wealth Strategies Group, which he founded in 2001 as a full-service financial planning firm dedicated to providing successful executive, professional, and business owner clients with impartial advice and targeted strategies. As an ERISA 3(38) investment manager and a 3(21) fiduciary advisor, Charlie is committed to helping business owners manage the liability and simplify the complexity that comes with managing retirement plan investments.
With 40 years of diversified experience in the financial industry, Charlie is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant®, Enrolled Agent with the IRS, and Accredited Tax Advisor. In 2009 he was featured among Business Week’s Most Experienced Independent Financial Advisors. For more information, please visit http://www.WealthStrategiesGroupTN.com.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc., is the nation's largest independent broker/dealer (based on total revenues, Financial Planning magazine, June 1996-2014), an RIA custodian, and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,700 financial advisors and more than 720 financial institutions. In addition LPL Financial supports approximately 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have more than 3,000 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit http://www.lpl.com.
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Other advisory services offered through Advantage Investment Management (AIM), a separate entity.