Retirement Strategies

Your 401(k) plan or other retirement plan is only as strong as the investments within it. Many employees set up a plan and fail to follow through with plan management, which includes investment review, diversification, and rebalancing.

Our Relative Strength Advisory Service (RSAS) offers personalized consulting services to 401(k) plan participants and Individual Retirement Account (IRA) owners. We advise you on the mix of mutual funds, exchange-traded funds, or alternative investments within your retirement plan.

Our retirement plan consulting services are based on “relative strength” analysis conducted through Cresap, Inc., an advisory firm that compares the investment choices available within retirement plans on a quarterly basis. Our recommendations are always based on your individual risk tolerance, time horizon, and investment goals.