Everyone at CiR has a strong desire to help people and we do this with more than 35 years of professional experience working with clients in the institutional arena. Having this experience, knowledge, and sophistication, we align our financial services with the clients' individual objectives, timeframe, and risk tolerance.
Through forward thinking, we are able to deliver customized choices with research-based tailored solutions. Establishing a close relationship with each of our clients is very important to us. As an investment fiduciary, we place our clients' financial needs first with complete transparency. At CiR, we want our clients to feel confident with the care and service we provide while maintaining adaptability to the market.
Through forward thinking, we are able to deliver customized choices with research-based tailored solutions. Establishing a close relationship with each of our clients is very important to us. As an investment fiduciary, we place our clients' financial needs first with complete transparency. At CiR, we want our clients to feel confident with the care and service we provide while maintaining adaptability to the market.
Services
CiR creates value for both the plan sponsor and participants by helping them understand the investment risks and market opportunities to meet retirement and enterprise goals. We understand your fiduciary role, compliance obligations and the need to enhance efficiencies. We work closely closely with our clients, tailoring their needs by benchmarking against other retirement plans and investments rather than relying on industry norms.
Our economy is constantly changing, that means the financial industry is constantly changing. CiR provides monthly articles and resources to keep you up-to-date. HSAs are included under the Department of Labor's (DOL) fiduciary rule, positioning financial advisors to provide guidance on these accounts.
A Health Savings Account (HSA) is a tax-advantaged account established to pay for qualified medical expenses of an account holder who is covered under a High-Deductible Health Plan (HDHP). With money from this account, you pay for healthcare expenses until your deductible is met. Any unused funds are yours to retain in your HSA and accountable towards your future healthcare expenses or your retirement.
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