Complimentary Plan Review

 

We would like to invite you to meet with one of our Retirement PlanServices Officers for a complimentary review of your current employee retirement plan.

The review includes a comprehensive analysis of your plan's investment choices, performance and cost. 

Please fill out the form to sign up for your review today!

 

 

 

 

 

 

 
 
 

Overview & Administration

Finanical's Retirement Plan Services team offers simple, cost-effective retirement plan solutions. We also help you gain a more thorough understanding of the compliance and fiduciary requirements associated with your plan.  

 

 

  • Complimentary plan review
  • Assistance with retirement plan design & consulting
  • Investment management & research
  • Dedicated account manager and investment officer
  • Regular employee education meetings
  • Participant record keeping options
  • Full fee transparency

Meet Our Team

Our team looks forward to the opportunity to work with your business.

Wealth Management
Services

With more than 90 years in the wealth management business and more than $2.6 billion in current assets, we pride ourselves on providing advanced, comprehensive solutions with a personal touch.

learn more

Personal Financial
Planning

Need a plan designed to send your children to college; a plan for tax-efficient legacies; or a plan for your business? Let us will help you determine asset allocations and create portfolios to meet your objectives.

learn more

Trust Administration & Estate Settlement

Protecting your legacy is important! We are here to help you administer a trust to ensure this happens. With First Financial, you can be confident that your wishes will be carried out just as you have planned.

learn more