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.