Retirement Planning Partner Revenue

Financial Services • Kirkland, Washington, United States • 1-10 Employees

Retirement Planning Partner revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Retirement Planning Partner

Chris Maggio

Owner, Retirement Planner

Company overview

Headquarters	11335 NE 122nd Way, Kirkland, Washington 98034, US
Website	retpartner.com
NAICS	52
Keywords	Retirement Planning
Employees	1-10

About Retirement Planning Partner

Retirement Planning Partner LLC provides comprehensive, fee-only retirement planning services, empowering individuals and families to achieve their financial goals. We offer personalized guidance on an hourly or project basis, ensuring objective advice free from the conflicts of interest associated with assets under management (AUM) fees. Our services encompass a wide range of retirement planning aspects, including personalized retirement income planning, investment strategy development, risk management, Social Security optimization, and estate planning guidance. We focus on delivering clear, actionable strategies, enabling clients to navigate the complexities of retirement planning with confidence. Our commitment is to building strong client relationships and providing transparent, unbiased advice, ensuring that each client's unique financial needs are addressed with personalized solutions.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Retirement Planning Partner has never raised funding before.

Frequently asked questions

Retirement Planning Partner is located in Kirkland, Washington, US.

Retirement Planning Partner generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Retirement Planning Partner has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Retirement Planning Partner has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Retirement Planning Partner

Chris Maggio

Owner, Retirement Planner

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