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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