WORKING WITH YOU TO BUILD A
RICHER TOMORROW
Definition - rich
“having high value or quality”
Everyone defines high value differently. Of course, some things are indisputably high quality — but the value of those things differs from person to person. We understand the uniqueness of each individual and strive to help every client enjoy a high-quality life, both now and in the future. We have excellent tools to help you define your goals, build a life plan, and implement an investment strategy focused on preserving and growing your wealth. 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 smart decisions today for 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 start by working with each client to define their goals, then help them create a plan and implement investment strategies designed to preserve and grow their wealth. We've invested in state-of-the-art technology to help assess risk, aggregate financial assets, and create financial plans that update in real time on a personalized wealth management website. Our strategies emphasize risk management to limit downside and are tailored to each client's unique needs. We provide these services to both individuals and retirement plans. Please read on to learn more.
Client Focused
Do you get tired of calling a business and navigating endless menus to reach a real person — if you're lucky? Or frustrated when the people you work with are constantly changing? So are we. That's why we've built our business to cater to our clients. We don't view our clients as accounts, 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 both plan sponsors and plan participants. Our goal is to provide a personalized experience, so that employees view their retirement plan as a valuable benefit — one that helps them define and achieve their retirement goals. The result is a happier, more motivated workforce and less work for HR. In fact, we want HR teams fielding calls from participants telling them how much they love their retirement plan.
Investment Management
Our goal is to build investment portfolios designed to meet each client's long-term objectives while respecting 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're interested in a free consultation, please contact us to schedule a 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 your connected accounts update daily. For more information, please view the Your Tomorrow video above. We are pleased to offer complimentary initial consultations. To arrange one, please use the button below to email us, or access our calendar to schedule an appointment at your convenience.
Contact us.
info@retirementc.com
Stephen Hetrick: (717) 545-1447
2000 Linglestown Road, Suite 303
Harrisburg, Pennsylvania 17110