Est. 2011
Fiercely Independent Fiduciary Financial Advice™
2013 PlanPlus Global Financial Planning Awards Finalist
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...
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