About Malcolm thompson
Malcolm Thompson & Associates: Your Trusted Partner in Retirement Planning
Retirement planning is a crucial aspect of financial management that requires careful consideration and expert guidance. With so many options available, it can be overwhelming to navigate the complex world of retirement planning on your own. That's where Malcolm Thompson & Associates comes in.
Founded in 1985, Malcolm Thompson & Associates is a well-established and highly respected firm in the retirement planning industry. The company has built a reputation for providing customized retirement plan solutions that meet the unique needs of each client.
At Malcolm Thompson & Associates, we understand that every individual has different goals and objectives when it comes to retirement planning. That's why we take a personalized approach to our services, tailoring our solutions to fit your specific needs.
Our team of experienced professionals includes Certified Financial Planners (CFPs), Chartered Retirement Plan Specialists (CRPSs), and Accredited Investment Fiduciaries (AIFs). We have the expertise and knowledge necessary to help you make informed decisions about your retirement plan.
We offer a wide range of services designed to help you achieve your retirement goals. Our services include:
- Retirement Plan Design: We work with you to design a customized plan that meets your unique needs.
- Plan Administration: We handle all aspects of plan administration, including recordkeeping, compliance testing, and reporting.
- Investment Management: We provide investment management services tailored to your risk tolerance and investment objectives.
- Employee Education: We offer educational resources for employees so they can make informed decisions about their retirement savings.
- Fiduciary Services: As an Accredited Investment Fiduciary (AIF), we act as fiduciaries for our clients' plans, ensuring that their best interests are always top priority.
At Malcolm Thompson & Associates, we pride ourselves on providing exceptional customer service. Our team is dedicated to helping you achieve financial security in retirement by providing expert guidance every step of the way.
If you're looking for a trusted partner in retirement planning, look no further than Malcolm Thompson & Associates. Contact us today to schedule a consultation with one of our experienced professionals!