Broker Check

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 and individual's goals in retirement
Offer analysis of retirement goals and Social Security benefits

Have Investment questions about your plan? 
Contact Joe Duffey at 859-291-9290