Our Services

401k Planning

Do you have the right retirement partner?


You’ve set your company up with a 401k so your employees can enjoy retirement. Could it be improved? Did you make the right 401k choices? Should your plan be reviewed?


Confusing, isn’t it? We’ve been answering these questions for years and customizing money strategies so that your employees can retire comfortably. We want to help you — it starts with a call.

With a 401k from Welshire, you get…


Personalized Service


Financial Insight Tools


A Customized Plan


Clear Communication


Competitive 401k Bidding


One-on-One Care

Turnkey Retirement Analysis

offered through Valmark Advisers, Inc.

401(k) Benchmarking

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.

Don’t wait any longer to find out if you’re doing it right.