Qualified Retirement Plan Participants
We offer plan participants financial advice to assist in allocation strategies that fit individuals risk tolerance and retirement goals. As a participant, you earn tax deferred income and earnings for retirement.
Our process:
- One-on-one enrollment meetings to discuss your Plan's investment options
- Personalized Risk Analysis to pinpoint your individual goals for retirement
- Educational seminars - relevant financial topics on various aspects of retirement
- Offer financial analysis of retirement goals and Social Security benefits
- Annual monitoring so individuals can make changes to their investments
Have Investment questions about your plan?
Contact Joe Duffey at 859-291-9290