WORKING WITH YOU TO BUILD A
RICHER TOMORROW
Definition - rich
“having high value or quality”
Everyone defines high value differently. Of course there are some things that are undisputedly high quality; but the value of those things differs from person to person. We understand the uniqueness of the individual and strive to help each client have a high quality life both now and in the future. We have excellent tools to help clients define their goals, build a life plan, and implement an investment strategy focused on preserving and growing wealth. Please read on to learn more or contact us for a free consultation.
your tomorrow
Watch this video to see how we can help you make good decisions today to create a better tomorrow
We help clients achieve their financial goals one day at a time.
Wealth is typically built over time, through hard work, discipline, and smart investment decisions. We work with our clients to define their goals. We help them create a plan and implement investment strategies designed to preserve and grow their wealth. We have invested in state-of-the art technology to help define risk, aggregate financial assets, and create financial plans that update in real time on a personalized wealth management website. Our investment strategies focus on risk management to minimize downside risk and are tailored to each client’s unique needs. We provide these services to individuals and retirement plans. Please read on to learn more.
Client Focused
Do you get tired of calling a business and having to go through endless menus to speak to a real person… if you are lucky? Or do you get frustrated when the people you work with constantly change? We do. That is why we have built our business to cater to our clients. We don’t view our clients as business, but as people. We focus on building long-term relationships by following the Golden Rule.
We can help you with
Retirement plans
We work with employer-sponsored retirement plans providing services to plan sponsors and plan participants. Our goal is provide a personalized experience so that employees view their retirement plan as a valuable benefit that helps them define and achieve their retirement goals. This will lead to a happier and more motivated workforce with less work for HR departments. Our goal is to have HR employees field calls from participants who are saying how much they like their retirement plan.
Investment Management
Our goal is to build investment portfolios designed to meet a client’s long-term goals and objectives while understanding the importance of capital preservation. We focus on keeping expenses low and we invest in individual securities as well as mutual funds and exchange traded funds. If you are interested in a free consultation, please take our risk profile using the link below. We will be notified with the results and will contact you to schedule a call or meeting.
Life Plans
We use cutting edge technology to bring your financial plan to life. You will be able to track your progress in real-time and see your total net worth change as connected accounts update daily. For more information, please watch the Your Tomorrow video above. We offer free initial consultations, which can be schedule by using the button below to email us, or access our calendar to schedule an appointment.
Contact us.
info@retirementc.com
Stephen Hetrick: (717) 545-1447
2000 Linglestown Road, Suite 303
Harrisburg, Pennsylvania 17110