401(k) plans (or similar): Consulting on plan design and vendor selection. Plus, education for all staff members.
Planning for retirement and other goals: Fee-only (commission-free) financial planning for individuals and families. Flat-fee, hourly, and asset-based payment options.
Investment management: Whether you prefer to hand it over or handle it yourself.
Ready to learn more? Call or write to schedule a complimentary introductory meeting. We'll discuss your needs and determine how to proceed.
See critical big-picture retirement concepts illustrated in charts — explained in plain English by Justin Pritchard, CFP®. Complete with an overview of the most important aspects and takeaways you can use to improve your chances of success. In PDF format.