Customized Retirement Plans, Experienced Fiduciary Advisor and Industry Leading Credentials
Who Is ONE Retirement
Chartered Financial Consultant, Accredited Investment Fiduciary, and Chartered Retirement Plans Specialist with over 20 years of experience.
A trusted source for retirement planning advice.
What We Do
401k Plan Advice
Our research and experience-based process helps maintain plan compliance and efficiency.
Investment Fiduciary Services
Serving as ERISA 3(38) or 3(21) fiduciaries, we place our clients' interest ahead of our own.
Employee Financial Wellness
We provide materials and education to help employees confidently prepare for retirement.
Retirement Income Planning
We work with you to create strategies for saving, investing and distributing funds for retirement.
Comprehensive Financial Planning
An objective and independent evaluation of your current situation with recommendations coordinated with experts to protect, preserve, and prosper you and your family.
Roth and Traditional IRA Support
Comprehensive IRA support from account creation to investment allocation and RMD requirements.
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Results
Since each client has different needs, we begin every engagement with an assessment of the current situation and primary objectives. From there, we can:
Manage expenses
while maintaining a high level of service and fund selection.
Increase employee education
through individualized meetings and targeted communications.
Seek to optimize performance by implementing established fiduciary processes.
Customize plan provisions to align with business objectives and workforce demographics.
Customize retirement plan to align with personal circumstances and individual goals.
Assess and manage risk through efficient use of insurance products.
Confidence knowing that you have trustworthy support in place.
Collaboration across your team of professionals
to ensure coordination in your financial plan.
Contact
Doug Sattler, Managing Director
Schedule a time to talk with Doug via online calendar, phone or email. You can talk to Doug about:
- 401k plan advice
- Employee financial education
- Investment fiduciary services
- 401k Plan setup and design
- 401k rollovers from previous employers
- Comprehensive financial planning
- Retirement income planning
- Roth IRA setup + conversion
Lesley Eviston, Director of Client Service
Schedule a time to talk with Lesley Eviston via phone or email.
Office Hours: M, W, Thurs. 8:00am–2:00pm
PHONE
Thomas Sattler, Client Service Advocate
Schedule a time to talk with Thomas Sattler via phone or email.
Office Hours: M-F 8:00am–4:00pm
PHONE
