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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.

Does your company have a 401k or 403b plan with Joe Duffey? If you have any questions about how to invest in your 401k plan or what investments best suit you, call us at 859-291-9290

If your Company has a 401k or 403b plan with us. Please use these links below for more information on your account.

Login to your account, please use the link below:

***Please note: when you setup your profile (account) with Joseph Duffey, he does not retain your login credentials.

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? 

Thank you!