My practice is dedicated to retirement plans. I focus my efforts on servicing my existing corporate retirement plan clients and their employees. For more information please visit our website at www.truenorthretirementpartners.comSpecialties: Retirement Plans: 401(k), 403(b), 457, Non-Qualified Deferred Compensation plans, Cash Balance plans. Individuals: retirement and investment planning. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPCSHRM 401k Solutions by Raymond James is a branding name for the agreement between SHRM and Raymond James where Raymond James offers SHRM audiences with 401(k) retirement plan services. SHRM is a current client of Raymond James. SHRM receives cash compensation from Raymond James when a SHRM member, via introduction by SHRM, becomes a client of Raymond James. SHRM’s receipt of cash compensation creates an incentive for SHRM to market investment advisory services of Raymond James. Raymond James is not affiliated with SHRM. SHRM does not offer investment advisory services.Visit shrm.org/401k for important information about Raymond James (ADV PART 2A) and how SHRM works with Raymond James (SOLICITOR DISCLOSURE)
Listed skills include Retirement Planning, Financial Advisory, Investments, Retirement, and 10 others.