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Retirement Plan Services

​Clear (klîr). To remove obstacles or obstructions​
Services for Individuals​
Flat-fee Retirement Plan Investment Advice


Retirement plan participants often have a limited number of fund choices, and high surrender penalities for making excessive trades. Because of the above, the only investment management service worth paying for is flat-fee advice that teaches you how to invest your plan based on your individual needs.  

CFA can teach you how to invest your retirement plan for a one-time review. Clients who engage us for investment management services have access to our advice on an integrated basis.

Services for Employers​
Financial Education Workshops & Advice


Financially savvy employees are happier and more productive employees.


CFA will work with you to determine what advice may benefit your workforce. We are available to provide group presentations, 1-on-1 targeted reviews, and holistic advice services.

Employer Plan Selection

You want your retirement plan to be seen as a valuable benefit to your employees, and yet with new disclosure requirements, the score for many retirement plans is being revealed to employees for the first time.

​Make sure your employees see your plan as a benefit, and not in a negative light.

We work with employers to determine plan selection, investment implementation, and provide ongoing monitoring and recommendations.​

Let's discuss your retirement plan needs...

Schedule a Call or Meeting...

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