The Segrust Group seeks to help companies and individuals feel secure in their retirement plan and retirement plan management.
We help companies optimize and manage their retirement plans to pursue increased participation and run smoothly. We also shepherd individuals with significant assets into a happy and confident retirement.
Companies
A good retirement program is a competitive advantage for hiring and retaining top talent. Maximize your business’ retirement program with specialized guidance from a knowledgeable and trusted advisor. Cliff Cadle, the 401(k) guy, strives to make you feel more secure in your retirement plan and retirement plan management.
Individuals
We work with individuals with significant assets and definite ideas on goals for their retirement, allowing them to dream big and walk more confidently into the future. We do that by taking the time to get to know YOU to create a customized and creative plan.
Why Work with The Segrust Group?
Whether it’s sponsoring a robust, employee retirement plan for your company or helping you plan for your dream retirement, your goals matter here.
Guiding Principles
Honesty.
Communication.
Transparency.
These are the pillars of every client relationship we build.
This commitment leads to:
Security: Build confidence in your financial future with an advisor who cares about your goals and keeps you informed every step of the way.
Growth: We enable you to visualize your dreams, set a plan in motion, and then let us manage the details to put you on track towards your investment goals.
Trust: Work alongside a trusted advisor who you can count on to always keep your best interests in mind. Whether that is meeting all regulatory requirements or creating a diverse portfolio specific to your needs, we are here for you.
Discover the Segrust Group Advantage
Successful Strategies
Retirement plans – both planning and management – can be complex. Knowledge, experience, access to critical insights, and attention to details are important. We provide all of that and more. At the Segrust Group you’ll work with a caring team of specialized advisors to create a plan that aims to get you there.
A Time-Tested Process
Our 6-Step Retirement Plan Process is built around three principles:
- Simplicity – We help you do the work.
- Focus – Results, not procedures.
- Balance – Minimizing costs, creating exceptional value.
A Dedicated Professional
Cliff Cadle, the 401K Guy, offers specialized knowledge and robust experience in retirement plan design and management. Whether you need access to a large variety of investment options, or advice on necessary changes to your plan, or training to boost employee plan participation, Cliff will strive to help you maximize your retirement plan to be a competitive advantage. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.