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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.
Our mission is
to help our clients determine and obtain their financial goals. We accomplish
this objective by establishing long term relationships through providing quality
service and products.
Joseph C. Chalom,
CLU®, LUTCF founded
Retirement Council, Inc. in 1991
to help
people create and implement financial plans based on their needs.
Our
approach to financial planning focuses around education. We help provide clients with the tools needed to make intelligent decisions on creating
financial goals and selecting appropriate products to meet their needs.
Mr. Chalom is licensed by the Departments of Insurance in Florida, Louisiana and
South Carolina to transact insurance
in the areas of life, health, fixed and variable annuities. In addition
Mr. Chalom is registered with the Financial Industry
Regulatory Authority, (FINRA) to
transact the sales and service of mutual funds, and limited partnerships in the states of California,
Colorado, Florida, Louisiana, Ohio, North Carolina and South Carolina, through
his broker dealer, Veritrust® Financial, L.L.C. |