MANAGING Your Retirement Income
Your Income and Asset Management Team
At Retirement Income Center, we offer our clients a systematic suite of income and asset management services unparalleled in the financial services arena. This capability allows us to provide our clients with a comprehensive retirement income planning focus that distinguishes the firm as a leading authority and sets it apart from its competition.
Retirement Income Center's income and asset management team is lead by Robert Klein. We have engaged the services and expertise of two leaders in the retirement income and asset management world: Crump Life Insurance Services for income portfolio and annuity asset management and TD Ameritrade Institutional for investment advisory services asset management. Retirement Income Center has access to a wealth of second-to-none resources from both of these major players.
Robert Klein, CPA, PFS, CFP®, CLTC, MBA, MST
The income and asset management team at Retirement Income Center is headed up by Robert Klein. Bob is a retirement income planner and is the founder and President of Retirement Income Center, a Registered Investment Advisor.
Bob offers investment advisory asset management services in his capacity as an Investment Advisor Representative of Retirement Income Center and income management and annuity asset management services as a licensed life insurance agent.
Bob is licensed as a Resident Insurance Producer in California (License #0708321) and also holds three nonresident state licenses: Colorado (#390665), Florida (#FL921060Z), and Idaho (#321765).
For a complete biography about Robert Klein, please see Your Income Planning Team in the PLANNING Your Retirement Income section of this website.
Crump Life Insurance Services
Income Portfolio and Annuity Asset Management
Crump Life Insurance Services is Retirement Income Center's insurance agency of choice for implementing retirement income portfolio management, annuity asset management, and income protection strategies for its clients.
Crump is uniquely positioned to offer innovative retirement income planning solutions through its premier sales and back-office support services. It consists of a national network of approximatley 200,000 financial services professionals.
Crump Life Insurance Services is a prominent independent wholesale distributor of life insurance company products. It is an indirect subsidiary of BB&T Corporation. Crump is one of the companies that comprise BB&T Insurance, the sixth largest insurance broker in the United States and the seventh largest internationally.
Crump supports the distribution of products offered by approximately 100+ highly-rated insurance companies. Products offered include traditional and variable life, long-term care, disability, and annuities.
TD Ameritrade Institutional
Investment Advisory Services Asset Management
Retirement Income Center has chosen TD Ameritrade Institutional (TDI) as its' clients' investment custodian. TDI provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors like Retirement Income Center.
TDI's advanced technology platform, coupled with personal support from their dedicated service teams, allows Retirement Income Center to serve its clients more efficiently and effectively.
TDI has a robust offering of non-proprietary products, programs, and services that dovetails with Retirement Income Center's mission of delivering independent advice while acting as a fiduciary to its clients. As a fiduciary, Retirement Income Center offers advice that's in the best interests of its clients.
Investment Advisory Services Asset Management
Morningstar Office is Morningstar's complete practice and portfolio management system for independent financial advisors. Its robust portfolio management and performance reporting, advanced research capabilities and sophisticated investment planning tools are relied upon by Retirement Income Center to serve the investment advisory service needs of its clients.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individuals, financial advisors, and institutions.
Morningstar provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets.