Crafted retirement planning built around you.
Experienced. Knowledgeable. Available.
Master Craftsmen aren't born over night and neither are Financial Craftsmen. With over 30 years experience, our Financial Craftsmen provide the expert guidance you'll need to reach a successful retirement outcome.
​
We know Retirement Plans. From 401k's, 403b's, to Simple IRA's & IRA Rollovers, we know the in-depth dealings required to stay compliant and keep on top of Fiduciary responsibilities.
​
Our Clients are valuable to us and we let them know by being available. Whether the market is soaring or taking a dip, we are ever present and there for our Clients' needs and concerns. When the phone rings, we pick up.
Who are today's
Craftsmen?
Man or Woman. Blue Collar or White Collar. The Craftsmen of Today's workforce appear more different than what they use to be.
ISSUES FACING THE WORKFORCE
53%
53%
The amount of employees who are NOT confident they'll be able to retire when they want.*
49%
The amount of employees who believe their employer cares about their financial well-being.*
49%
BABY BOOMERS
The Generation from years
1943 to 1960.
​
Top Financial Concerns*:
1) Not being able to retire when I want to.
2) Not having enough emergency savings for unexpected expenses.
BABY BOOMERS
GENERATION X
The Generation from years
1961 to 1981.
​
Top Financial Concerns*:
1) Not having enough emergency savings for unexpected expenses.
2) Not being able to retire when I want to.
GENERATION X
MILLENNIALS
The Generation from years
1982 to 1997.
​
Top Financial Concerns*:
1) Not having enough emergency savings for unexpected expenses.
2) Not being able to meet monthly expenses.
MILLENNIALS
3 hours+ of work each week is spent by employees who are distracted thinking about/dealing with issues related to their personal finances.*
is spent by employees who are distracted thinking about/dealing with issues related to their personal finances.*
RETIREMENT PLANNING FOCUSED ON ACHIEVING FINANCIAL WELLNESS
EVERYONE
deserves the
opportunity
to retire.
NOT EVERYONE
will take
the steps
to achieve it.
