Who We Serve
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on investment management, financial planning, and as well as other issues that are critical to your financial well being. Our partnership with our clients is focused on delivering massive value in their lives.
Retired, or close to it
We specialize in people who are retired or close to it (typically around 5 years or less).
Using our 412 Process, we can partner with you to and through retirement. Allowing you to enjoy what you worked so hard to achieve.
Your working Independence!
Just received an inheritance?
Finalized a divorce?
Sold your business?
We know any life event can feel overwhelming so allow us to help you, so you can focus on whats NEXT! We will give you proper guidance on your personal situation. Sometimes all it takes is a life event that changes everything for the better.
Allow us to make that a reality.
Small Business Retirement Plans
We work with you to construct and put a 401(k) plan together that is the best fit for your business. A retirement plan is the number ONE nest egg for most employees retirement.
Whether you have a plan now or need one. 412 Financial can partner with you to bring education, support, and increased technology to your retirement plan.
Let's work together and help your employees retire through your business.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
firstname.lastname@example.org | 724-683-8733