Greg has been with S&A Financial Services, Inc. since 2001. Greg has specialized in working with those in the higher education industry, but has expanded his practice to work with individuals and families all over the country. Greg currently hosts a podcast, HigherEd Retire, designed to provide those in higher education with information they won't find anywhere else regarding their retirement plan.
In this podcast, higher ed employees can learn. Before joining S&A, he was employed by Charles Schwab & Co., Inc as a Senior Registered Broker. Greg has spoken at various higher education conferences regarding retirement and has been an adjunct lecturer at various local community colleges speaking on financial related topics.
In this podcast, higher ed employees can learn. Before joining S&A, he was employed by Charles Schwab & Co., Inc as a Senior Registered Broker. Greg has spoken at various higher education conferences regarding retirement and has been an adjunct lecturer at various local community colleges speaking on financial related topics.
Services
Craig Richards specializes in helping employers navigate their Qualified and Non-Qualified retirement plans. Craig's been helping business owners for over 30 years and has the expertise and knowledge to put you at ease when providing a retirement plan to your employees. We've specialized in helping those in higher education navigate their retirement plans for over 30 years.
S&A Financial Services, Inc. is independent of TIAA and Fidelity, however we have the unique ability to manage your university retirement plan due to the relationship we have with TIAA and Fidelity. We have the privilege of being able to deduct our management fee directly from your retirement plan with pre-tax dollars.
S&A Financial Services, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.
Reviews
Be the first to review Richards Financial Services.
Write a Review