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…

R

Personalized Service

R

Financial Insight Tools

R

A Customized Plan

R

Clear Communication

R

Competitive 401k Bidding

R

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.

Securities offered through Valmark Securities, Inc. Member FINRASIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Welshire Capital, LLC  and Welshire Advisors are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Third party posts do not reflect the views of ValMark Securities or Welshire Capital or Welshire Advisors and have not been approved prior to posting.

X