Expect an Expert
At HB Retirement, we specialize in the design and function of corporate retirement plans and wealth management for individuals. We provide insight and specialized support to assist you in managing your fiduciary obligations, and assist your employees with retirement planning.
Our practice is focused on defined contribution and defined benefit plans for these and other types of organizations:
- Higher education
- K-12 school districts
Sponsoring a successful retirement plan is an ongoing commitment that can make a real and lasting difference in your employees’ lives. By offering your participants the appropriate tools, education and resources, they can participate in their retirement planning with confidence.
When you engage with HB Retirement, you should expect a professional to assist you with your needs. It seems simple, but what does that really mean? We only employ highly-qualified and accredited professionals who specialize in retirement plans and wealth management. The quality of our work reflects the quality of our people.
We are dedicated to providing investment management and strategic wealth planning to [your target market]. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.