Individual Financial Planning

Employers and employees have financial needs beyond saving for retirement. Sometimes a simple product need is all that’s necessary such as setting up a savings account for a child’s education. Other times it is very complex and a financial plan needs to be developed.

Ironwood Retirement Plan Consultants offers financial planning expertise to plan participants on an as-needed basis and at no cost to you. This service is confidential for participants and delivered in an environment of privacy and trust. 

After completing a questionnaire the individual’s situation is analyzed and a plan prepared. Plans can cover single topics or a range of topics including:

  • Retirement assets
  • Non-retirement assets
  • Investment selection
  • Asset protection
  • IRA rollovers
  • Life insurance
  • Paycheck protection
  • Estate planning

If you have financial needs beyond your retirement plan contact Ironwood Retirement Plan Consultants - we can help.

Call us today at: 661-735-1558
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