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