What does The Segrust Group do?
We help companies optimize and manage their retirement plans and help individuals with significant assets develop customized strategies for their retirement goals.
How can you help my company’s retirement plan?
We provide guidance with plan design, plan management, investment options, compliance, and employee education to help your retirement program run smoothly and encourage participation.
Do you work with individual clients?
Yes. We work with individuals who have significant assets and specific retirement goals, creating customized plans based on their individual needs and circumstances.
Is retirement planning a one-time process?
No. Retirement planning is an ongoing process. We continue to review your plan and provide guidance as your personal circumstances, goals, and market conditions change.
What is the 6-Step Retirement Plan Process?
Our six-step process is designed to help companies evaluate, optimize, implement, educate, and continually monitor their retirement plans while keeping the process simple, focused, and balanced.
How do you help employees understand their retirement plan?
We provide ongoing participant education to help employees understand their retirement benefits, investment strategies, and opportunities to participate more effectively in their company’s plan.
How do you approach individual retirement planning?
We begin by understanding your goals and current financial situation, then develop a personalized strategy and continue to review it to help keep your retirement plan aligned with your objectives.
What principles guide The Segrust Group?
Our client relationships are built around three guiding principles: Honesty, Communication, and Transparency.
Can you help with investment decisions?
Yes. We provide investment guidance as part of retirement planning and can help evaluate investment options and develop strategies suited to your goals and circumstances.
How do I get started with The Segrust Group?
You can schedule an appointment or contact The Segrust Group to discuss your retirement planning needs and goals.