401(k) plan guidance for growing companies, and retirement planning for the people who run them
401(k) plan guidance for growing companies, and retirement planning for the people who run them
401(k) plan guidance for growing companies, and retirement planning for the people who run them
Resources for Confident Retirement Decisions
The Segrust Group helps companies and individuals feel secure in their retirement plan and retirement plan management.
Experienced Guidance You Can Trust
Meet the professionals dedicated to helping you navigate retirement planning with clarity and confidence.
Making a Difference Beyond What We Do
We believe in supporting the people and communities we serve through meaningful involvement and lasting relationships.
Retirement Planning Built Around Your Needs
Companies
A good retirement program is a competitive advantage for hiring and retaining top talent. Maximize your business’ retirement program with specialized guidance from a knowledgeable and trusted advisor.
Individuals
We work with individuals with significant assets and definite ideas about their retirement goals, taking the time to get to know you and create a customized and creative plan.
Your Goals. Our Guidance.
Your Future.
Security
Confidence for Your Financial Future
Build greater confidence in your financial future with guidance focused on your goals and clear communication every step of the way.
Growth
A Plan Built Around Your Goals
Visualize your dreams, put a plan in motion, and stay focused on the path toward your retirement and investment goals.
Trust
Thoughtful Guidance for Your Retirement Plan
Work alongside a trusted advisor committed to understanding your needs and helping you make informed decisions.
Experience
Specialized Knowledge That Makes a Difference
Benefit from experienced guidance in retirement plan design, management, investment options, and strategies tailored to your needs.
Guiding Principles
These are the pillars of every client relationship we build.
Discover the Segrust Group
Advantage
Successful Strategies
Retirement planning and management can be complex. Our specialized advisors bring knowledge, experience, critical insights, and attention to detail to help create a strategy designed around your goals.
A Time-Tested Process
Our 6-Step Retirement Plan Process is built around three principles:
- Simplicity: We help you do the work.
- Focus: Results, not procedures.
- Balance: Minimizing costs while creating exceptional value.
A Dedicated Professional
Cliff Cadle CPFA, AIF, the 401K Guy, brings specialized knowledge and extensive experience in retirement plan design and management.
From investment options and plan adjustments to employee participation, we provide guidance designed to help maximize the value of your retirement plan.
Specialized Guidance for Every Stage of Retirement
Frequently Asked Questions
Get answers to common questions about retirement planning, retirement plan management, and working with The Segrust Group.
How can The Segrust Group help my company with its retirement plan?
We provide specialized guidance to help companies optimize and manage their retirement plans while supporting their business and employees.
Can you help me plan for retirement?
Yes. We work with individuals to understand their goals and create a customized plan designed around their vision for retirement.
What makes a good retirement plan?
A strong retirement plan is built around clear goals, thoughtful strategies, and ongoing guidance to help keep your plan focused on what matters most.
Will I have a dedicated advisor?
Yes, it’s Cliff.
How does The Segrust Group approach retirement planning?
Our approach is built around understanding your goals and providing specialized guidance with honesty, communication, and transparency at the center of every client relationship.
Explore Resources for Your Retirement Future
Want more information on retirement plans for your business or individual future? Explore our collection of educational articles, videos, and tools to help you better understand your options.