Retirement Income Store Franchise Opportunity

About Retirement Income Store LLC

Retirement Income Store LLC offers a unique franchise opportunity for entrepreneurs interested in providing investment management services, specifically tailored for individuals approaching retirement. Our focus is on conservative investment strategies to generate steady income for retirees.

Investment Details

• Total investment range: $100,400 - $225,500
• Initial franchising fee: $25,000
• Comprehensive training and support provided

Regulatory Compliance

Franchisees are required to obtain a Series 65 or 66 Investment License and a State Insurance and Annuity License, ensuring compliance with all regulatory standards.

Competitive Landscape

Operating within a competitive field that includes both national chains and independent advisors, our franchises benefit from a strong brand and proven investment strategies.

Key Takeaways

• Specialized in retirement income generation
• Robust training and regulatory support
• Strong market presence and competitive edge

Thinking about downloading the FDD? The Retirement Income Store LLC offers franchise opportunities for operating investment management services businesses under the name “Retirement Income Store.” The total investment required ranges from $100,400 to $225,500, including a $25,000 fee payable to the franchisor or affiliate. This franchise aims to serve individuals approaching retirement, focusing on conservative investing to generate income. The competitive landscape includes national and regional chains, as well as independent owners, some of which are franchised. Franchisees must comply with various laws and regulations, including obtaining a Series 65 or 66 Investment License and a State Insurance and Annuity License. They must also have good standing with state regulators and be approved by Sound Income Strategies and financial platforms like TD Ameritrade or Fidelity.