Investment Financial Advisor Offers Retirement Plan Review

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Independent Investment Financial Advisor, Strategies Capital Management, offers retirement plan review.

Our team of investment financial advisors will deliver a retirement plan review that will help you maximize your participant’s retirement outcomes.

Strategies Capital Management, an Investment Financial Advisor and Plan Consulting firm, announced today that it will begin offering a retirement plan review that will include an asset diversification and share class review, a benchmarking report of costs and plan features, as well as a compliance report.

“The key to running a successful retirement plan is a thorough understanding of fiduciary obligations, a clear knowledge of the costs to the employer and to the participants, and then a properly diversified portfolio of investment options,” notes Chief Investment Officer, David Halseth. “Our team of investment financial advisors and plan consultants will deliver an independent retirement plan review that will help you maximize your participant’s retirement outcomes.”

If you are interested in receiving your retirement plan review, visit Strategies Capital Management at http://www.StrategiesCM.com for more information.

About Strategies Capital Management:
Founded in 1993, Strategies Capital Management is an investment financial advisor that specializes in helping institutional clients, individuals and families create long-term wealth management and retirement planning strategies.

Contact: Tom Gonnella, President
Email: Info(at)StrategiesCM(dot)com
Website: http://www.StrategiesCM.com
Phone: 720-414-2734

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Tom Gonnella
@Strategies_CM
since: 10/2014
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