Retirement Plan Consulting

We assist employers in the ongoing success of their qualified and non-qualified retirement plans and help their employees achieve the financial success they desire in their lives.

My associate, Matt Watson, C(k)P®, Vice President-Investments, has over 15 years of industry experience in a wide variety of qualified plans, including 401(k), 403(b), profit sharing, ESOP and cash balance.  He is a member of the Retirement Plan Advisor Program (RPAP) for plan specialists at Wells Fargo Advisors.

We believe healthy plans help create retirement ready employees and maximize protection for ownership. Our focus is existing pension, 401(k) and 403(b) plans so we can help clients maximize their effectiveness.  If you're considering a new retirement benefit for your employees or looking to improve what's already in place, we provide the consulting services that you need.

Wells Fargo Advisors and its financial advisors provide non-fiduciary services only.  They do not provide investment advice [as defined under the Employee Retirement Income Security Act of 1974 as amended ("ERISA")], have any discretionary authority with respect to the plan, make any investment or other decisions on behalf of the plan, or otherwise take any action that would make them fiduciaries to the plan under ERISA.