Guidance Built Around Your Future
Whether you are a business wanting a robust retirement plan or a high net worth individual with big dreams, you want a knowledgeable advisor you can trust to advise, manage, and help with securing your retirement plans. Here are five reasons why you should consider the Segrust Group.
An Advisor for Your Future
Have the confidence to go about your business, knowing that I am managing risk and helping to secure your future. After creating a customized retirement plan that strives to fulfill your future dreams, or assist with modifying an existing plan that is not delivering the value you deserve, I stand watch seeking to ensure that your plan delivers a positive outcome for both retirement plan sponsors and participants.
The Heavy Lifting Is Covered
A company’s retirement plan has some heavy fiduciary responsibilities. The rules surrounding the creation and administration of employee-sponsored retirement plans are complex. Take advantage of our retirement plan and financial insights and let me assist in taking on the work. I can assist you with the administration and compliance burden for plan governance or train you to run the plan smoothly with less surprises.
A Retirement Plan that Offers a Competitive Edge
With my fiduciary and investment advisory experience and guidance, your plan could exceed your expectations by helping to increase participation and deferral rates, provide a competitive edge for recruiting, preparing participants to retire on time, and even boosting the company’s bottom line with reduced costs and avoided fees.
Your Trust Is My Goal
You wouldn’t hand your future or your employees’ futures to just anyone. I work hard to earn your trust and am honored when it is given. I do that by listening, educating, anticipating and solving problems, getting results, communicating transparently, and truly caring about your company and future. Be as involved as you want to be using our technology platforms. I build in gateway meetings and provide a roadmap, so you know exactly where you are in the plan’s progress to goals.
Customization & Creativity Makes the Difference
When it comes to your retirement plan, customization and creative thinking is the name of the game. No cookie cutter solutions here. Your future is as unique as you are. That’s where my extensive knowledge fits in. Helping you define your unique goals and generating creative strategies to manage them is where I add value. The Segrust Group is independent, not tied to a plan or product, so we are not limited and can recommend and help you build the ideal retirement plan for your company’s needs.
Ongoing Guidance & Support
Retirement planning doesn’t end once your plan is in place. I provide ongoing guidance and support to help you navigate changes, address challenges, and make adjustments as your business, employees, and financial goals evolve. From reviewing your retirement plan and evaluating opportunities for improvement to helping you understand important decisions, I remain available to provide practical guidance and support. My goal is to keep your retirement strategy aligned with your long-term objectives, giving you confidence as you move forward.
Here's How We Got Started
Where It All Started
The Segrust Group began with a commitment to helping companies and individuals feel more secure about their retirement plans and financial future. From the beginning, personalized guidance and lasting client relationships have been at the heart of our approach.
Building Relationships
As our experience grew, so did our relationships with the companies and individuals we serve. We continued to provide practical retirement planning guidance, helping clients navigate important decisions while keeping their goals and needs at the center.
Growing Together
Trust has always been an important part of the way we work. Through honesty, communication, and transparency, we strive to keep clients informed, provide dependable guidance, and build relationships that continue to grow over time.
Looking Ahead
Today, The Segrust Group continues to advise, guide, and support companies with their retirement plans and individuals pursuing their retirement goals. With more than two decades of experience, our focus remains on helping clients pursue security, growth, and confidence for the future.
Your Goals Are at the Heart of Everything We Do
Whether you are managing a company retirement plan or planning for your own retirement, The Segrust Group takes the time to understand your goals and provide guidance built around your needs. With specialized retirement plan knowledge, ongoing support, and a commitment to honesty, communication, and transparency, we help you move forward with greater confidence.
“Our purpose is to help companies and individuals navigate retirement planning with clarity, confidence, and a strategy built around their long-term goals.”
Cliff Cadle
Our Approach to Retirement Planning
- 20+ Years