Retirement Planning
Do you have a coordinated approach for managing your retirement plan assets?
Do you have retirement accounts spread all over?
Are you taking too much risk or not enough?
Are your monies working hard for you?
Our Approach
Nollenberger McCullough will review and compare all of your assets in a straightforward, transparent way, evaluating your plan in the context of your other savings and investments, and advise you as to your best options.
We take the time to ensure our clients fully understand how their assets are working for them with a comprehensive review and report of your whole financial picture.
For Individuals
Most of our clients came to us believing their retirement was adequately provided for by their existing portfolios, whether in the form of equities, real estate investments, 401k accounts or deferred retirement plans. Unfortunately, it can be difficult to fully understand how well—or whether—your assets are working for you. Standard retirement plans often perform poorly and reporting can be vague, leaving many clients unsure of the real performance of their retirement investments.
We have the experience, expertise and resources to create retirement plans that are successful and resilient, along with years of proven success in providing redress for under-managed and underperforming portfolios.
For Businesses
For any business, offering a strong retirement plan is important for retaining top talent. Business owners need to navigate the world of retirement planning from multiple perspectives, for the benefit of their employees, their business and themselves. And that’s where Nollenberger McCullough steps in.
We offer a comprehensive review, guiding business owners in making the most cost-effective choices that will meet their employees’ expectations. We will examine your business retirement goals, the number of employees, the company’s profitability and then recommend the best course of action. Whether a profit-sharing 401K, a standard 401K or a different retirement plan, we will work with you to customize a plan that is right for your business.