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WORKING WITH YOU TO BUILD A


RICHER TOMORROW


DEFINITION - RICH


“HAVING HIGH VALUE OR QUALITY”

Everyone defines high value differently. Of course there are some things that
are undisputedly high quality; but the value of those things differs from person
to person. We understand the uniqueness of the individual and strive to help
each client have a high quality life both now and in the future. We have
excellent tools to help clients define their goals, build a life plan, and
implement an investment strategy focused on preserving and growing wealth.
Please read on to learn more or contact us for a free consultation.

Contact Us
 


YOUR TOMORROW

Watch this video to see how we can help you make good decisions today to create
a better tomorrow

 


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WE HELP CLIENTS ACHIEVE THEIR FINANCIAL GOALS ONE DAY AT A TIME.

Wealth is typically built over time, through hard work, discipline, and smart
investment decisions. We work with our clients to define their goals. We help
them create a plan and implement investment strategies designed to preserve and
grow their wealth. We have invested in state-of-the art technology to help
define risk, aggregate financial assets, and create financial plans that update
in real time on a personalized wealth management website. Our investment
strategies focus on risk management to minimize downside risk and are tailored
to each client’s unique needs. We provide these services to individuals and
retirement plans. Please read on to learn more.

 

--------------------------------------------------------------------------------


DEFINE RISK

Use the “Check now” button below to find out what your risk tolerance rating is
and receive a free report analyzing whether your portfolio is in line with your
expectations of making and losing money.




 CLIENT FOCUSED

Do you get tired of calling a business and having to go through endless menus to
speak to a real person… if you are lucky? Or do you get frustrated when the
people you work with constantly change? We do. That is why we have built our
business to cater to our clients. We don’t view our clients as business, but as
people. We focus on building long-term relationships by following the Golden
Rule.


WE CAN HELP YOU WITH

 


RETIREMENT PLANS

We work with employer-sponsored retirement plans providing services to plan
sponsors and plan participants. Our goal is provide a personalized experience so
that employees view their retirement plan as a valuable benefit that helps them
define and achieve their retirement goals. This will lead to a happier and more
motivated workforce with less work for HR departments. Our goal is to have HR
employees field calls from participants who are saying how much they like their
retirement plan.

Contact Us
 


INVESTMENT MANAGEMENT

Our goal is to build investment portfolios designed to meet a client’s long-term
goals and objectives while understanding the importance of capital preservation.
We focus on keeping expenses low and we invest in individual securities as well
as mutual funds and exchange traded funds. If you are interested in a free
consultation, please take our risk profile using the link below. We will be
notified with the results and will contact you to schedule a call or meeting.

Take Risk Profile


LIFE PLANS

We use cutting edge technology to bring your financial plan to life. You will be
able to track your progress in real-time and see your total net worth change as
connected accounts update daily. For more information, please watch the Your
Tomorrow video above. We offer free initial consultations, which can be schedule
by using the button below to email us, or access our calendar to schedule an
appointment.

Free Consultation


CONTACT US.

info@retirementc.com
Stephen Hetrick: (717) 545-1447

2040 Linglestown Road, Suite 107
Harrisburg, Pennsylvania 17110

 
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2040 Linglestown Road, Suite 107, Harrisburg, PA 17110 | (717) 395-9380 |
info@retirementc.com