Disclosures

The Institute for Wealth Management, Retirement Risk Advisors, is a registered investment adviser. We may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Our website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information.

Accordingly, the publication of our web site on the Internet should not be construed by any consumer and/or prospective client as our Adviser’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the Adviser with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of The Institute for Wealth Management, A copy of our firm’s current written disclosure statement discussing The Institute for Wealth Management‘s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from the Adviser upon written request, support@retirementriskadvisors.com.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Adviser), will be profitable or equal any historical performance level(s).

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Retirement Risk Advisors (RRA) throughout this website has provided links to various other websites. While RRA believes this information to be current and valuable to its clients, RRA provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites.
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​The opinions expressed by our firm or its supervised personnel herein are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.

Insurance products and services are offered and sold through RRA Agency and individually licensed and appointed insurance agents.

Retirement Risk Advisors has been awarded with the Platinum Elite Status award by David McKnight for January 2023. We have a reasonable basis to believe that the Top Performance Scores from 2022-2023 used in preparation of this rating was structured to be fair and balanced and did not produce predetermined results. Compensation was/was not provided to the rating source.

Retirement Risk Advisors has been awarded with the Top Presenter award by CPAacademy.org for 2022-2023. We have a reasonable basis to believe that the Top Presenter Scores from 2022-2023 used in preparation of this rating was structured to be fair and balanced and did not produce predetermined results. Compensation was/was not provided to the rating source.

Retirement Risk Advisors has been awarded with the Top of the Table Advisor award by Financial Independence Group (FIG) for October 2023. We have a reasonable basis to believe that the performing scores covering the period from 2021-2022 and 2022-2023 used in preparation of this rating was structured to be fair and balanced and did not produce predetermined results. Compensation was/was not provided to the rating source.

Such awards by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if RRA is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of our firm by any of its clients.

Social Media: Retirement Risk Advisors is a registered investment adviser. This platform is solely for informational purposes and does not offer advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. Content may be dated. Links to third party sites, or information is from a reasonably reliable source.