Partnership Wealth Management provides our clients with reassurance regarding their financial goals by helping them understand their financial options for today and the future. We will take the time to thoroughly explain our recommendations to ensure you know what you are doing, why you are doing it, and what your costs will be. We’re independent, so you don’t have to worry about our recommendations being biased towards a specific investment or product company.
Our full-service practice provides:
Whether they have a 401(k), 403(b), 457, or other employer sponsored retirement plan, one of the first questions people typically ask me is, "How should I invest the money in my retirement plan?" Your investment options are typically limited and often come with little or no advice from a professional. This month I discuss some ideas on how to select the investments in your employer-sponsored retirement plan. [MORE]