Edu4Retirement, Inc. specializes in retirement planning and retirement education. There are three core components to retirement; retirement plan level services; individual level services and wealth management services.
Our plan level services include compliance related consulting, specialized plan design techniques and plan governance.
Our individual level services include retirement planning, risk identification and mitigation, customized portfolio construction and monitoring, and distribution planning.
Our comprehensive wealth management services covers the 13 Wealth Management Issues. We help design a comprehensive estate distribution plan that mitigates taxes and is designed to meet your desires and control interests.
Education is a key element of our services. For individuals we help them understand their financial situations, educate them on the state of their financial health and provide guidance on obtaining their financial goals. For businesses, we educate mangers on fiduciary responsibilities and retirement plan management, helping them minimize risk while pursuing financial growth. We operate independently and provide unbiased advice. The products we provide are through our independent broker dealer, Cetera Advisors LLC.