The Segrust Group Advantage
Whether you are a business wanting a robust retirement plan or a high net worth individual with big dreams, you want a knowledgeable advisor you can trust to advise, manage, and help with securing your retirement plans. Here are five reasons why you should consider the Segrust Group.
An Advisor for Your Future
Have the confidence to go about your business, knowing that I am managing risk and helping to secure your future. After creating a customized retirement plan that strives to fulfill your future dreams, or assist with modifying an existing plan that is not delivering the value you deserve, I stand watch seeking to ensure that your plan delivers a positive outcome for both retirement plan sponsors and participants.
The Heavy Lifting Is Covered
A company’s retirement plan has some heavy fiduciary responsibilities. The rules surrounding the creation and administration of employee-sponsored retirement plans are complex. Take advantage of our retirement plan and financial insights and let me assist in taking on the work. I can assist you with the administration and compliance burden for plan governance or train you to run the plan smoothly with less surprises.
A Retirement Plan that Offers a Competitive Edge
With my fiduciary and investment advisory experience and guidance, your plan could exceed your expectations by helping to increase participation and deferral rates, provide a competitive edge for recruiting, preparing participants to retire on time, and even boosting the company’s bottom line with reduced costs and avoided fees.
Your Trust Is My Goal
You wouldn’t hand your future or your employees’ futures to just anyone. I work hard to earn your trust and am honored when it is given. I do that by listening, educating, anticipating and solving problems, getting results, communicating transparently, and truly caring about your company and future. Be as involved as you want to be using our technology platforms. I build in gateway meetings and provide a roadmap, so you know exactly where you are in the plan’s progress to goals.
Customization & Creativity Makes the Difference
When it comes to your retirement plan, customization and creative thinking is the name of the game. No cookie cutter solutions here. Your future is as unique as you are. That’s where my extensive knowledge fits in. Helping you define your unique goals and generating creative strategies to manage them is where I add value. The Segrust Group is independent, not tied to a plan or product, so we are not limited and can recommend and help you build the ideal retirement plan for your company’s needs.
Ready to discuss your unique retirement planning or management needs? Give me a call today at 847-468-0439 to start a conversation.