Do you have the right retirement partner?
With a 401k from Welshire, you get…
Financial Insight Tools
A Customized Plan
Competitive 401k Bidding
Turnkey Retirement Analysis
offered through Valmark Advisers, Inc.
provided through Valmark Advisers, Inc.
RPAG Tools & Processes Available
Valmark maintains an agreement with Retirement Plan Advisory Group (RPAG)
Here’s How It Works
1) Schedule a Conversation
Whether you’d like to meet at one of our offices, over the phone, or through a video call, your first step is to schedule a casual conversation where we get to know more about you.
2) We Create a Customized Plan
Your needs and goals are unique, and we believe your financial plan should be as well. Your advisor will create a customized plan that helps you meet your goals.
3) Take Care of Your Employees
You have a business to run. Confusion about 401k plans has no place in it. We can help your employees retire comfortably.