Insurance Services FDD Analyzed

Retirement Income Source

The Retirement Income Source, LLC

Fort Lauderdale, FL Website FDD: March 24, 2025
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Free for qualified buyers

Investment Range

$100,400 - $225,500

Franchise Fee

$25,000

Royalty

Marketing Fee

15%

Total Units

30

Median Revenue

Unit Growth

Last 5 years

2022

31

-3.2%

2023

30

+0.0%

2024

30

Initial Investment Breakdown

CategoryLowHigh
Initial franchise fee (see Note 1)$25,000$25,000
Rent and Lease Security Deposit (see Note 2)$10,000$30,000
Utilities$3,000$5,000
Leasehold Improvements$5,000$50,000
Market Introduction Program$20,000$30,000
+ 9 more categories (apply to see all)
TOTAL INVESTMENT$100,400$225,500

Financial Performance Data

Access detailed revenue metrics, expense breakdowns, and profitability data from the Item 19 Financial Performance Representation.

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Franchisee Contact Directory

29

Connect directly with existing franchise owners to learn about their experience, get real insights, and validate your decision.

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Is Retirement Income Source a Good Investment?

Based on the FDD data, here are key factors to consider when evaluating a Retirement Income Source franchise opportunity:

Potential Advantages

  • Competitive royalty fee of 0%
  • Clean legal record with no disclosed litigation or bankruptcy

Considerations

  • Smaller franchise network may offer less brand recognition
  • No Item 19 Financial Performance Representation provided

Disclaimer: This analysis is based on publicly available FDD data and should not be considered financial advice. Always consult with a franchise attorney and accountant before making any investment decision.

Frequently Asked Questions About Retirement Income Source

How much does a Retirement Income Source franchise cost?

The total initial investment for a Retirement Income Source franchise ranges from $100,400 to $225,500. This includes the franchise fee, equipment, inventory, real estate, and other startup costs as disclosed in the FDD.

What is the Retirement Income Source franchise fee?

The initial franchise fee for Retirement Income Source ranges from $25,000 to $25,000.

What are the ongoing fees for a Retirement Income Source franchise?

Retirement Income Source franchisees pay royalty fees and a 15% marketing/advertising fee on an ongoing basis.

How many Retirement Income Source franchise locations are there?

Retirement Income Source currently operates 30 franchise locations. This includes both franchised and company-owned units.

Quick Facts

Litigation None
Bankruptcy None
Protected Territory Yes
Item 19 (FPR) Not Provided
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  • Download FDD documents

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