Retirement Plan Strategies

——-  From our financial planning help series   ———-

If you’re like most organizations, retirement plans seem confusing at best.  You are not alone in trying to determine the optimal plan for your organization.

Haisman Wealth Management, Inc. along with our consultants act as your CFO to gather information about your organization, analyze that data and provide you sound retirement planning and asset management recommendations.  Ideas that you as the president or executive director can take to your board with confidence.  The recommendations will be tailored to your organization and in keeping with your mission.

We are available to assist in the explanation of any recommendations to board members, employees or other professionals.  This support includes assistance with implementing any recommendations.  At Haisman Wealth Management Inc., we will help you with those details.

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