Retirement Plans

Pettinga Financial Advisors - Retirement Planning

We don’t believe in single solutions to meet the needs of hundreds of advisors. Instead, we’ve developed the Pettinga Model Portfolios, a series of investment allocation strategies built around your specific objectives.

Elements of our retirement plan services

  • Plan Review

    Evaluating your current plan and comparing it to other available options

  • Investment Selection

    Providing an appropriate range of asset classes consistent with the needs of your employees

  • Plan Sponsor Meetings

    Conducting at least annual meetings to review performance of the plan investments

  • Employee Education

    Coordinating educational seminars for all employees

Your Pettinga advisor will create a strategy with the ideal combination of investment allocations to provide the performance you need while maintaining your peace of mind.

Let's Get There Together

Start by scheduling a no-obligation conversation.

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