AN INNOVATIVE APPROACH TO PLANNING FOR THE FUTURE

At R.F. Lafferty we carefully evaluate your organization’s existing retirement plans in order to maximize the value to both you and your employees.

 

We look closely at your organization’s personnel and demographics to encourage your employees to save for retirement with proper discipline and diversification. We scrutinize the existing available investments for performance, risk attributes and fees associated with the plan. We make suggestions and recommendations so that your plan is operating efficiently and effectively for both you and your employees.

 

For more information about retirement services at R.F. Lafferty, please contact us at retirement@rflafferty.com.