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.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.