Decker Retirement Planning Inc.

Overview

Decker Retirement Planning Inc. is a financial advisory firm specializing in retirement planning and investment services. The firm offers a range of services, including financial planning, portfolio management for individuals and small businesses, and selection of other advisors for their clients. As a fee-only firm, Decker Retirement Planning provides objective advice without the pressure to sell specific investment products. The firm also publishes periodicals and newsletters to educate clients on investment strategies and retirement planning. Decker Retirement Planning serves a diverse clientele, including individuals looking to start planning for their retirement and high-net-worth individuals requiring specialized attention to achieve their financial goals. The firm offers flexible fee structures, such as percentage-based fees for investment management, hourly billing for specific consulting services, and flat fees for comprehensive retirement plans. The minimum account size for investment management services is $500,000. Decker Retirement Planning is committed to helping clients achieve their retirement goals and providing ongoing support throughout their retirement years. The firm's approach emphasizes strategic income distribution, tax minimization, and risk reduction strategies that adapt to market conditions, ensuring clients achieve a prosperous retirement. The firm is headquartered in Lehi, Utah, and has been in business since 2016. The principal executive officer is Brian Decker, who has a Bachelor of Arts degree in finance from the University of Washington. The firm is registered with the SEC and adheres to fiduciary standards, ensuring that its advisors act in the best interests of their clients. Decker Retirement Planning has multiple office locations, including Lehi, Utah; Seattle, Washington; San Francisco, California; and Bellevue, Washington. The firm is accredited by the Better Business Bureau (BBB) and holds an A+ rating. The BBB file was opened on October 8, 2024, and the business was started on May 12, 2016. The firm is incorporated as a corporation and has been in business for nine years. The principal contacts are Brian Decker, Owner, and Shelly Kaufman, Chief of Staff. The firm accepts credit and debit cards as payment methods. Decker Retirement Planning is committed to providing comprehensive retirement planning services to help clients achieve their financial goals and secure a comfortable retirement.

Investment Focus

• Minimum account size of $500,000 for investment management services