We help build, preserve and distribute wealth.
Retirement Council, Inc. is an independent firm providing insurance and financial advisory services. Our practice focuses on retirement planning, elder care planning, tax planning and estate planning.
Keywords: Insurance, Retirement, Tax, Estate, Financial, Planning
Interview Q&A
How long have you been in business?
We have been helping clients for 31 years.
What is your primary product or service?
Retirement, Insurance and Investments.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
My exposure to business and accounting made me realize that many people need help planning for their financial futures.
How do you differentiate yourself from other businesses in your category and area?
We care about the people we interact with and provide personalized service.
How many locations do you have and do you have plans to expand?
We have one location and do not plan to expand.
What type of payments do you accept?
We are compensated by both commissions from providers and fees.
Payment for fees may be made with checks.
Which areas do you service?
We have the ability to work with people nationwide. Our focus is in the South Florida area.
Who owns your company or runs daily operations?
Joseph Chalom, CLU, RICP, LUTCF
What are your hours of operation?
Our office is open Monday - Friday 9AM-5PM
Clients are seen by appointment.
What is the best compliment anyone can give you?
Referring a loved one, friend or colleague.
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