Retirement Plan Construction & Advice

Experienced asset management, financial planning and retirement specialists

Building plans the right way.  Retirement Builders acts as your trusted advisor on every aspect of plan design, construction, and implementation.   Having the right plan design is crucial to the success of your program. Whether you are a for-profit or non-profit organization, we design all types of qualified and non-qualified plans based on your unique demographics and goals.

We can assist in selecting the proper elements and combining them to create the plan that satisfies the goals of your organization.  Elements we can help you select include:
  • Plan structure recommendation
  • Total fee review
  • Record-keeper selection
  • Investment selection
  • Asset allocation
  • Participant education
  • Participant advice
  • Investment Policy Statement
Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, an SEC Registered Investment Advisor not affiliated with Royal Alliance Associates.
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Darrin Farrow
AIF® 
Retirement Plan Consulting 
440.250.7960 
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Jim Schafer
MPA 
Healthcare Consulting 
616.975.2825
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Bob Gigliotti
CPA 
Tax & Consulting 
248.952.5000
Full biography