Cliff Cadle, Cpfa, Aif

Cliff Cadle, Cpfa, Aif Email and Phone Number

♦ 401(k) Advisor ♦ Retirement Planner ♦ Lifetime Income Planner ♦ Financial Educator ♦ Investment Coach @ The Segrust Group
Cliff Cadle, Cpfa, Aif's Location
Schaumburg, Illinois, United States, United States
Cliff Cadle, Cpfa, Aif's Contact Details

Cliff Cadle, Cpfa, Aif work email

Cliff Cadle, Cpfa, Aif personal email

n/a

Cliff Cadle, Cpfa, Aif phone numbers

About Cliff Cadle, Cpfa, Aif

Hi! I’m Cliff Cadle, the 401k guy and founder of the Segrust Group. Companies and individuals have confidence in me to advise, manage, and help establish their retirement plans. For professional service companies, I help enhance and manage their employee retirement plans. That includes assisting with the design of a plan or aiming to improve an existing plan that just isn’t delivering value. I help with the on-going management and compliance requirements so your plan runs smoothly, aiming to help avoid any fines. And I train your people with the goal of maximizing plan participation. Your retirement plan should give you a competitive edge – allowing you to attract top talent while boosting your bottom line. For individuals wanting their retirement to offer meaningful opportunities, like purchasing a second home, traveling, establishing a foundation, or providing their family with a strong financial legacy, I help them design a unique plan that seeks to fulfill those dreams. Drawing on years of retirement planning experience, creative thinking, time-tested processes and technology platforms, I make it easier to seek to pursue your goals. I do this by getting to know YOU or your organization. Your plan should be as unique as you are. Helping you define your unique goals and generating creative strategies is where I offer the most value.If you want to chat about how I can help you create a comprehensive retirement plan strategy - or if you want a second opinion on your current plan – give me a call at (847) 468-0439 or visit TheSegrustGroup.com. ---Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Cliff Cadle, Cpfa, Aif's Current Company Details
The Segrust Group

The Segrust Group

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♦ 401(k) Advisor ♦ Retirement Planner ♦ Lifetime Income Planner ♦ Financial Educator ♦ Investment Coach
Cliff Cadle, Cpfa, Aif Work Experience Details
  • The Segrust Group
    The 401(K) Guy - Business Retirement Plan Consulting And Management
    The Segrust Group Jul 2003 - Present
    South Elgin, Us
    The Segrust Group proactively helps companies enhance and manage their retirement plans to get maximum participation and run smoothly.As 401(k) plan specialists for professional service firms, we focus on presenting the most suitable investment options to both companies and individuals, helping them manage necessary changes in their retirement program, and providing ongoing participant education regarding investment strategies towards maximizing participation. Our services include: ♦ Plan Design Guidance ♦Your retirement plan is unique to your needs. There is much more to setting a plan in motion than just picking a few funds and creating a diverse portfolio. Let us present a variety of investment options to you, help you make a smooth transition from one plan to the next, and intermediate issues that arise under the administration of your 401(k).♦ Plan Management Support ♦We pitch in to help you with all of the heavy lifting, from assisting in managing your plan to keeping you compliant. Our valuable experience is in helping you get the results you want, without getting bogged down in complex rules and regulations. Once your plan is implemented, we monitor it regularly to help make sure it keeps in stride with your goals and objectives over time. Now you’re free to focus on your business.♦ Plan Participation ♦A key component of a successful retirement plan is employee participation. We train your employees on the benefits of retirement planning to assist in meeting their goals and educate them in how to maximize their participation in your specific plan.For more information or to start a chat about your retirement goals, visit TheSegrustGroup.com or give us a call at (847) 468-0439.
  • The Segrust Group
    Financial Advisor
    The Segrust Group Jul 2003 - Present
    South Elgin, Us
    Your retirement dreams: the most important part of your investment strategy. ♦ Personal Wealth/Retirement Management ♦We shepherd individuals with significant assets and retirement goals towards the retirement they are dreaming of. We take the time to get to know YOU to create a customized and creative plan that enables you to dream big and walk more confidently into the future.The market today offers so many choices for investment vehicles, but regulation and a complex tax climate can leave you struggling to find your way. That’s where we come in. We provide the guidance you need to navigate the investment world, make informed choices, and ultimately aim to see your dreams come to fruition.We develop individualized retirement plans, handle all of the research necessary to provide solid strategies that address your investment needs, and then seek to build financial strength in your portfolio by working directly with some of the industry’s leading financial investment firms and seeking suitable investment opportunities that address your unique situation.For more information or to start a chat about your retirement goals, visit TheSegrustGroup.com or give us a call at (847) 468-0439.
  • Financial Knowledge Institute
    Chapter Director
    Financial Knowledge Institute Oct 2009 - Dec 2012
    San Jose, California, Us
    FKIis a non-profit 501c3 organization dedicated to financial awareness in the community. Our organization consists of various financial professionals who donate their time to speaking and counseling. Financial Advisors, attorneys, mortgage brokers, Real Estate experts and long-term care specialist conduct instructional workshops on a variety of topics ranging from retirement planning to estate planning.
  • Axa Advisors
    Financial Advisor
    Axa Advisors May 1996 - Jul 2003
    New York, Ny, Us

Cliff Cadle, Cpfa, Aif Skills

Pensions Financial Planners Public Speaking Non Profits Retirement Planning Wealth Management 401k Estate Planning Strategic Financial Planning Investments Retirement Mutual Funds Portfolio Management Investment Strategies Financial Advisory Due Diligence Nonprofits Finance Strategy

Cliff Cadle, Cpfa, Aif Education Details

  • Eastern Illinois University
    Eastern Illinois University
    Economics
  • Buffalo Grove High School
    Buffalo Grove High School

Frequently Asked Questions about Cliff Cadle, Cpfa, Aif

What company does Cliff Cadle, Cpfa, Aif work for?

Cliff Cadle, Cpfa, Aif works for The Segrust Group

What is Cliff Cadle, Cpfa, Aif's role at the current company?

Cliff Cadle, Cpfa, Aif's current role is ♦ 401(k) Advisor ♦ Retirement Planner ♦ Lifetime Income Planner ♦ Financial Educator ♦ Investment Coach.

What is Cliff Cadle, Cpfa, Aif's email address?

Cliff Cadle, Cpfa, Aif's email address is cl****@****lpl.com

What is Cliff Cadle, Cpfa, Aif's direct phone number?

Cliff Cadle, Cpfa, Aif's direct phone number is (866) 966*****

What schools did Cliff Cadle, Cpfa, Aif attend?

Cliff Cadle, Cpfa, Aif attended Eastern Illinois University, Buffalo Grove High School.

What are some of Cliff Cadle, Cpfa, Aif's interests?

Cliff Cadle, Cpfa, Aif has interest in Social Services, Economic Empowerment, Science And Technology, Human Rights, Animal Welfare, Health.

What skills is Cliff Cadle, Cpfa, Aif known for?

Cliff Cadle, Cpfa, Aif has skills like Pensions, Financial Planners, Public Speaking, Non Profits, Retirement Planning, Wealth Management, 401k, Estate Planning, Strategic Financial Planning, Investments, Retirement, Mutual Funds.

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