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Chalom Bio
Securities Disclosure Information

 

Plan Tomorrow Today!

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 Alabama, California, Florida, Louisiana, New Jersey and South Carolina to transact insurance in the areas of  life, health, fixed and variable annuities. In addition Mr. Chalom is registered with Veritrust® Financial, L.L.C., a member of the Financial Industry Regulatory Authority, (FINRA) to transact the sales and service of mutual funds, and limited partnerships in the states of Alabama, California, Colorado, Florida, Louisiana and South Carolina.

 

Securities Disclosure

 

Registered Principal · Securities and Advisory Services Offered Through Veritrust̉ Financial L.L.C. Broker/Dealer. Member FINRA/SIPC
 
SEC Registered Investment Advisor

Retirement Council, Inc. and Veritrust® Financial L.L.C. are unaffiliated entities.