401k guy and founder of the Segrust Group. Companies and individuals have confidence in me to advise, manage, and help establish their retirement plans.
For professional service companies, I help enhance and manage their employee retirement plans. That includes assisting with the design of a plan or aiming to improve an existing plan that just isn’t delivering value. I help with the on-going management and compliance requirements so your plan runs smoothly, aiming to help avoid any fines. And I train your people with the goal of maximizing plan participation. Your retirement plan should give you a competitive edge – allowing you to attract top talent while boosting your bottom line.
For individuals wanting their retirement to offer meaningful opportunities, like purchasing a second home, traveling, establishing a foundation, or providing their family with a strong financial legacy, I help them design a unique plan that seeks to fulfill those dreams.
Drawing on years of retirement planning experience, creative thinking, time-tested processes and technology platforms, I make it easier to seek to pursue your goals. I do this by getting to know YOU or your organization. Your plan should be as unique as you are. Helping you define your unique goals and generating creative strategies is where I offer the most value.
If you want to chat about how I can help you create a comprehensive retirement plan strategy - or if you want a second opinion on your current plan – give me a call at (847) 468-0439 or visit TheSegrustGroup.com.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.
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Areas of Expertise
- Professional Services