Principal / Registered Investement Adviser (Fee-Only) / Retirement Plan Consultant
Metro Retirement Plan Advisors
Charlotte Metro
Solutions-Value-Expertise A revolutionary digital retirement experience with a human touchMetro Retirement Plan Advisors is a fee-only hybrid human/digital North Carolina & Texas Registered Investment Adviser (RIA). We provide revolutionary low cost, high quality employer sponsored retirement plans, IRAs, customized investment advice & socially responsible investment options (SRI).Let me earn your trust, lower your retirement plan costs, improve employee participation & contribution rates and simplify plan administration. Let's work together to help your employees retire on time & with dignity.Services include:401(k), 403(b), ROTH 401(k), Profit Sharing, DB, Non-qualified plans, SEP, Traditional/Roth IRAs. We offer complimentary plan reviews, 3(38), 3(21) & 3(16) fiduciary services, fee disclosure reviews, investment policy statements & financial wellness education, socially responsible investment options (SRI).- FINRA licensed Series 66 - FINRA licensed Series 7 (Not Active)- Life, Health (NC/SC)- Member of Insured Retirement Institute- Member Case Foundations' Be Fearless community- www.myplanadvisor.comWe welcome your call at 704-412-817 or visit us at www.myplanadvisor.comMetro Retirement Plan Advisors is a North Carolina & Texas Registered Investment Adviser and in other jurisdictions where exempted.