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.

Our Expert Advisors

Charlie Jordan, CPA, CFP®
Charlie Jordan, CPA, CFP®
Partner | Wealth Advisor

Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.

Lisa Brown, CFP®, CIMA®
Lisa Brown, CFP®, CIMA®
Partner | Wealth Advisor | Chief Strategy Officer | Corporate Professionals and Executives

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."

Annika Cushnie, CFP®, CIMA®
Annika Cushnie, CFP®, CIMA®
Partner | Wealth Advisor

Annika's decade of experience and passion for working with busy professionals and women make her uniquely positioned to help her clients reach their financial and lifetime goals.