Retirement Plans

 

Retirement Plans
Retirement plans have unique funding and withdrawal requirements that drive the implementation of a long-term investment approach and a sophisticated ongoing liability management strategy.

Our advisors will help plan administrators understand these requirements and design a strategy to meet the long-term objectives of the plan and its participants. We structure the Brightworth Global Investment Solution to meet the customized needs of the plan, and provide performance reports at the portfolio, asset class and individual manager levels to ensure accountability and transparency.

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Our Expert Advisors

Lisa Brown, CFP®, CIMA®
Partner | Wealth Advisor

Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping my clients retire well, with confidence and security about their future."

Dave Polstra, CPA, CFP®, CIMA®
Partner | Co-Founder | Wealth Advisor

Dave's more than 30 years of experience working with executives, widows and charitable organizations brings wisdom and insight that is unprecedented in the wealth management field.

Tom Presley, CPA, CFP®, PFS
Wealth Advisor

Tom's public accounting background coupled with his attention to detail and his desire to help others allows him to provide clients with a clear financial understanding at the highest level of service.