Gregg Boone CFP

About
^{Gregg Boone CFP}

We focus our efforts on working with organizations that are serious about their employee benefits and on individuals who want and need a retirement plan.Our clients include: Retirees, Pre-Retirees, Entrepreneurs, Small Business Owners, and Independent Contractors. We help business owner's design and customize a plan that best fits their organization and their own financial desires. Special emphasis is placed on complying with Department of Labor fiduciary responsibilities. We normally start the process by analyzing current plans to determine their exposure to fiduciary requirements and conformance with their investment policy statement. If you are Retired or a Pre-Retiree, we can help you develop a comprehensive plan for your retirement.